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Pinnacle Wealth Planning Services’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$12K Hold
200
– – ﹤0.01% 1996
2026
Q1 		$11.6K Hold
200
– – ﹤0.01% 1946
2025
Q4 		$11.8K Buy
+200
New +$11.6K ﹤0.01% 1950

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Pinnacle Wealth Planning Services's DSTL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Distillate US Fundamental Stability & Value ETF (DSTL) position steady in Q2 2026 at 200 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Pinnacle Wealth Planning Services first reported a position in DSTL in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 200 shares of Distillate US Fundamental Stability & Value ETF worth $12K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Distillate US Fundamental Stability & Value ETF share count unchanged in Q2 2026.
  • Distillate US Fundamental Stability & Value ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1996 holding.
  • Pinnacle Wealth Planning Services first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.