HWM
DSTL icon

HRC Wealth Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

HRC Wealth Management’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,112
Closed -$336K – 53
2024
Q4 		$336K Buy
6,112
+493
+9% +$28K 0.2% 37
2024
Q3 		$319K Buy
5,619
+15
+0.3% +$814 0.21% 32
2024
Q2 		$288K Buy
5,604
+290
+5% +$15K 0.2% 34
2024
Q1 		$286K Buy
+5,314
New +$271K 0.21% 33

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HRC Wealth Management's DSTL Position: Q1 2025 in Review

HRC Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2025, closing a stake of 6,112 shares — an estimated $336K sold.

HRC Wealth Management first reported a position in DSTL in Q1 2024 and held it in 4 quarters. The position peaked at $336K in Q4 2024. 140 funds tracked by Wall St. Rank hold DSTL as of Q1 2025.

  • HRC Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2025 after selling out during the quarter.
  • HRC Wealth Management sold 6,112 Distillate US Fundamental Stability & Value ETF shares in Q1 2025, an estimated $336K.
  • HRC Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2024 and held it in 4 quarters.
  • HRC Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $336K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2025.

Based on HRC Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.