KWM
DSTL icon

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

Kingsview 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
2022
Q2 		– Sell
-21,231
Closed -$945K – 835
2022
Q1 		$945K Buy
+21,231
New +$944K 0.04% 414

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Kingsview Wealth Management's DSTL Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2022, closing a stake of 21,231 shares — an estimated $945K sold.

Kingsview Wealth Management first reported a position in DSTL in Q1 2022 and held it in 1 quarter. The position peaked at $945K in Q1 2022. 60 funds tracked by Wall St. Rank hold DSTL as of Q2 2022.

  • Kingsview Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 21,231 Distillate US Fundamental Stability & Value ETF shares in Q2 2022, an estimated $945K.
  • Kingsview Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $945K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.