Kovitz Investment Group Partners’s Distillate International Fundamental Stability & Value ETF DSTX Stock Holding History

Kovitz Investment Group Partners’s Portfolio DSTX Stock Details DSTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,042	Closed	-$426K	–	673
2025 Q3	$426K	Buy	14,042 +38	+0.3%	+$1.1K	﹤0.01%	1093
2025 Q2	$392K	Buy	14,004 +149	+1%	+$3.92K	﹤0.01%	1059
2025 Q1	$348K	Buy	13,855 +42	+0.3%	+$1.04K	﹤0.01%	1009
2024 Q4	$319K	Buy	13,813 +96	+0.7%	+$2.33K	﹤0.01%	1030
2024 Q3	$354K	Buy	+13,717	New	+$334K	﹤0.01%	830

Other funds holding DSTX

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QCA

Quantify Chaos Advisors Brooklyn, New York $35.5M AUM

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners's DSTX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Distillate International Fundamental Stability & Value ETF (DSTX) in Q4 2025, closing a stake of 14,042 shares — an estimated $426K sold.

Kovitz Investment Group Partners first reported a position in DSTX in Q3 2024 and held it in 5 quarters. The position peaked at $426K in Q3 2025. 10 funds tracked by Wall St. Rank hold DSTX as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Distillate International Fundamental Stability & Value ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 14,042 Distillate International Fundamental Stability & Value ETF shares in Q4 2025, an estimated $426K.
Kovitz Investment Group Partners first reported a position in Distillate International Fundamental Stability & Value ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Distillate International Fundamental Stability & Value ETF position peaked at $426K in Q3 2025.
10 funds tracked by Wall St. Rank held Distillate International Fundamental Stability & Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.