Madison Investment Advisors’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Madison Investment Advisors’s Portfolio DSMC Stock Details DSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.11M	Buy	+60,481	New	+$2.2M	0.02%	239

Other funds holding DSMC

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Madison Investment Advisors's DSMC Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Distillate Small/Mid Cash Flow ETF (DSMC) in Q4 2024: 60,481 shares worth $2.11M. The stake represents 0.02% of the portfolio and ranks #239 among its holdings.

29 funds tracked by Wall St. Rank hold DSMC as of Q4 2024.

Madison Investment Advisors held 60,481 shares of Distillate Small/Mid Cash Flow ETF worth $2.11M as of Q4 2024.
Distillate Small/Mid Cash Flow ETF was a new Madison Investment Advisors position in Q4 2024.
Distillate Small/Mid Cash Flow ETF made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #239 holding.
29 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.