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 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	0.2%	59
2024 Q4	$906K	Sell	16,076 -1,601	-9%	-$91K	0.59%	32
2024 Q3	$1.02M	Buy	+17,677	New	+$959K	0.62%	27

Other funds holding DSTL

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return