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Opal Wealth Advisors’s Distillate International Fundamental Stability & Value ETF DSTX Stock Holding History

Opal Wealth Advisors’s Portfolio DSTX Stock Details DSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$4.69K – 461
2024
Q2 		$4.69K Buy
+200
New +$4.83K ﹤0.01% 817

Other funds holding DSTX

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Opal Wealth Advisors's DSTX Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Distillate International Fundamental Stability & Value ETF (DSTX) in Q3 2024, closing a stake of 200 shares — an estimated $4.69K sold.

Opal Wealth Advisors first reported a position in DSTX in Q2 2024 and held it in 1 quarter. The position peaked at $4.69K in Q2 2024. 9 funds tracked by Wall St. Rank hold DSTX as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Distillate International Fundamental Stability & Value ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 200 Distillate International Fundamental Stability & Value ETF shares in Q3 2024, an estimated $4.69K.
  • Opal Wealth Advisors first reported a position in Distillate International Fundamental Stability & Value ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Distillate International Fundamental Stability & Value ETF position peaked at $4.69K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Distillate International Fundamental Stability & Value ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.