RWPA
DSTL icon

Richard W. Paul & Associates’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Richard W. Paul & Associates’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 		$8.68K Hold
150
– – ﹤0.01% 227
2025
Q4 		$8.84K Sell
150
-35,957
-100% -$2.09M ﹤0.01% 221
2025
Q3 		$2.09M Buy
36,107
+816
+2% +$46.2K 0.71% 31
2025
Q2 		$1.95M Buy
35,291
+511
+1% +$27.2K 0.71% 31
2025
Q1 		$1.89M Buy
34,780
+1,157
+3% +$64.5K 0.74% 28
2024
Q4 		$1.85M Sell
33,623
-90
-0.3% -$5.12K 0.67% 36
2024
Q3 		$1.91M Buy
33,713
+187
+0.6% +$10.1K 0.69% 30
2024
Q2 		$1.72M Buy
33,526
+3,247
+11% +$168K 0.67% 35
2024
Q1 		$1.63M Buy
30,279
+1,833
+6% +$93.5K 0.65% 38
2023
Q4 		$1.4M Buy
28,446
+361
+1% +$16.6K 0.59% 42
2023
Q3 		$1.25M Buy
28,085
+597
+2% +$27.4K 0.57% 42
2023
Q2 		$1.24M Sell
27,488
-47
-0.2% -$2.03K 0.54% 50
2023
Q1 		$1.19M Sell
27,535
-544
-2% -$23.2K 0.55% 50
2022
Q4 		$1.15M Buy
+28,079
New +$1.13M 0.58% 42

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return