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Legacy Wealth Management (Idaho)’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q2 		$461K Buy
7,693
+3,099
+67% +$184K 0.19% 118
2026
Q1 		$266K Sell
4,594
-140
-3% -$8.4K 0.13% 99
2025
Q4 		$279K Buy
4,734
+238
+5% +$13.8K 0.13% 86
2025
Q3 		$261K Sell
4,496
-911
-17% -$51.5K 0.12% 83
2025
Q2 		$299K Buy
5,407
+383
+8% +$20.4K 0.16% 64
2025
Q1 		$273K Sell
5,024
-11,052
-69% -$616K 0.19% 59
2024
Q4 		$906K Sell
16,076
-1,601
-9% -$91K 0.58% 32
2024
Q3 		$1.02M Buy
+17,677
New +$959K 0.6% 27

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DSTL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 67% in Q2 2026, buying an estimated $184K and bringing the position to 7,693 shares worth $461K. The position accounts for 0.19% of the portfolio, ranked #118.

Legacy Wealth Management (Idaho) first reported a position in DSTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2024. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 7,693 shares of Distillate US Fundamental Stability & Value ETF worth $461K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 3,099 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $184K.
  • Distillate US Fundamental Stability & Value ETF made up 0.19% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #118 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Management (Idaho)'s Distillate US Fundamental Stability & Value ETF position peaked at $1.02M in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.