Raymond James Financial
DSTL icon

Raymond James Financial’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Raymond James Financial’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
Q1 		$37.3M Sell
645,114
-17,641
-3% -$1.06M 0.01% 1039
2025
Q4 		$39M Buy
662,755
+4,474
+0.7% +$260K 0.01% 979
2025
Q3 		$38.2M Sell
658,281
-24,670
-4% -$1.4M 0.01% 977
2025
Q2 		$37.8M Sell
682,951
-28,557
-4% -$1.52M 0.01% 936
2025
Q1 		$38.6M Sell
711,508
-191,219
-21% -$10.7M 0.01% 859
2024
Q4 		$49.6M Buy
+902,727
New +$51.3M 0.02% 721

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 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 $743M AUM 17.45% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return