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Opal Wealth Advisors’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Opal Wealth 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
2026
Q2 		– Sell
-1,680
Closed -$62.9K – 329
2026
Q1 		$62.9K Buy
+1,680
New +$63.1K 0.01% 358
2024
Q3 		– Sell
-165
Closed -$5.73K – 459
2024
Q2 		$5.73K Buy
+165
New +$5.84K ﹤0.01% 780

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
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Opal Wealth Advisors's DSMC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Distillate Small/Mid Cash Flow ETF (DSMC) in Q2 2026, closing a stake of 1,680 shares — an estimated $62.9K sold.

Opal Wealth Advisors first reported a position in DSMC in Q2 2024 and held it in 2 quarters. The position peaked at $62.9K in Q1 2026. 9 funds tracked by Wall St. Rank hold DSMC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Distillate Small/Mid Cash Flow ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,680 Distillate Small/Mid Cash Flow ETF shares in Q2 2026, an estimated $62.9K.
  • Opal Wealth Advisors first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Distillate Small/Mid Cash Flow ETF position peaked at $62.9K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.