Spire Wealth Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Spire Wealth Management’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	$13.3K	Buy	222 +1	+0.5%	+$59	﹤0.01%	1558
2026 Q1	$12.8K	Sell	221 -194	-47%	-$11.6K	﹤0.01%	1552
2025 Q4	$24.5K	Sell	415 -1,220	-75%	-$70.9K	﹤0.01%	1408
2025 Q3	$94.7K	Sell	1,635 -425	-21%	-$24K	﹤0.01%	1003
2025 Q2	$114K	Hold	2,060	–	–	﹤0.01%	928
2025 Q1	$112K	Buy	2,060 +560	+37%	+$31.2K	﹤0.01%	994
2024 Q4	$82.4K	Hold	1,500	–	–	﹤0.01%	1102
2024 Q3	$85.1K	Hold	1,500	–	–	﹤0.01%	960
2024 Q2	$77.1K	Sell	1,500 -195	-12%	-$10.1K	﹤0.01%	976
2024 Q1	$91.4K	Buy	+1,695	New	+$86.5K	﹤0.01%	1011

Other funds holding DSTL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return