Madison Investment Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Madison Investment Advisors’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
2024 Q4	$72.4M	Buy	+1,318,928	New	+$75M	0.82%	44

Other funds holding DSTL

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

MAM

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCA

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Madison Investment Advisors opened a new position in Distillate US Fundamental Stability & Value ETF (DSTL) in Q4 2024: 1,318,928 shares worth $72.4M. The stake represents 0.82% of the portfolio and ranks #44 among its holdings.

139 funds tracked by Wall St. Rank hold DSTL as of Q4 2024.

Madison Investment Advisors held 1,318,928 shares of Distillate US Fundamental Stability & Value ETF worth $72.4M as of Q4 2024.
Distillate US Fundamental Stability & Value ETF was a new Madison Investment Advisors position in Q4 2024.
Distillate US Fundamental Stability & Value ETF made up 0.82% of Madison Investment Advisors's portfolio in Q4 2024, its #44 holding.
139 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q4 2024.

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