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Saxon Interests’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Saxon Interests’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 		$7.8M Sell
134,729
-8,906
-6% -$535K 2.69% 4
2025
Q4 		$8.46M Buy
143,635
+139,591
+3,452% +$8.11M 2.96% 4
2025
Q3 		$232K Buy
+4,044
New +$229K 0.09% 187

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 $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 $949M AUM 23.78% 1-Year Est. Return

Saxon Interests's DSTL Position: Q1 2026 in Review

Saxon Interests reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 6.2% in Q1 2026, selling an estimated $535K and leaving 134,729 shares worth $7.8M. The position accounts for 2.69% of the portfolio, ranked #4.

Saxon Interests first reported a position in DSTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.46M in Q4 2025. 142 funds tracked by Wall St. Rank hold DSTL as of Q1 2026.

  • Saxon Interests held 134,729 shares of Distillate US Fundamental Stability & Value ETF worth $7.8M as of Q1 2026.
  • Saxon Interests sold 8,906 Distillate US Fundamental Stability & Value ETF shares in Q1 2026, an estimated $535K.
  • Distillate US Fundamental Stability & Value ETF made up 2.69% of Saxon Interests's portfolio in Q1 2026, its #4 holding.
  • Saxon Interests first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Saxon Interests's Distillate US Fundamental Stability & Value ETF position peaked at $8.46M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.