Sage Private Wealth Group
DSTL icon

Sage Private Wealth Group’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Sage Private Wealth Group’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
Q3 		$9.6M Buy
+150,508
New +$9.9M 3.23% 10

Other funds holding DSTL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Sage Private Wealth Group's DSTL Position: Q3 2026 in Review

Sage Private Wealth Group opened a new position in Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2026: 150,508 shares worth $9.6M. The stake represents 3.23% of the portfolio and ranks #10 among its holdings.

43 funds tracked by Wall St. Rank hold DSTL as of Q3 2026.

  • Sage Private Wealth Group held 150,508 shares of Distillate US Fundamental Stability & Value ETF worth $9.6M as of Q3 2026.
  • Distillate US Fundamental Stability & Value ETF was a new Sage Private Wealth Group position in Q3 2026.
  • Distillate US Fundamental Stability & Value ETF made up 3.23% of Sage Private Wealth Group's portfolio in Q3 2026, its #10 holding.
  • 43 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.