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Steward Partners Investment Advisory’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Steward Partners Investment Advisory’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 		$81.3K Sell
1,358
-279
-17% -$16.5K ﹤0.01% 2699
2026
Q1 		$94.8K Hold
1,637
– – ﹤0.01% 2398
2025
Q4 		$96.4K Hold
1,637
– – ﹤0.01% 2312
2025
Q3 		$94.9K Buy
1,637
+10
+0.6% +$566 ﹤0.01% 2268
2025
Q2 		$90.1K Sell
1,627
-4,969
-75% -$264K ﹤0.01% 2183
2025
Q1 		$358K Sell
6,596
-2,193
-25% -$122K ﹤0.01% 1359
2024
Q4 		$483K Buy
8,789
+8,689
+8,689% +$494K ﹤0.01% 1185
2024
Q3 		$5.67K Hold
100
– – ﹤0.01% 3147
2024
Q2 		$5.14K Hold
100
– – ﹤0.01% 3032
2024
Q1 		$5.39K Sell
100
-1,712
-94% -$87.3K ﹤0.01% 3019
2023
Q4 		$89.5K Buy
1,812
+1,712
+1,712% +$78.7K ﹤0.01% 1741
2023
Q3 		$4.46K Hold
100
– – ﹤0.01% 2864
2023
Q2 		$4.53K Hold
100
– – ﹤0.01% 2819
2023
Q1 		$4.32K Sell
100
-44
-31% -$1.87K ﹤0.01% 2825
2022
Q4 		$5.88K Buy
144
+44
+44% +$1.78K ﹤0.01% 2715
2022
Q3 		$4K Hold
100
– – ﹤0.01% 2835
2022
Q2 		$4K Hold
100
– – ﹤0.01% 2813
2022
Q1 		$4K Hold
100
– – ﹤0.01% 2941
2021
Q4 		$5K Hold
100
– – ﹤0.01% 2807
2021
Q3 		$4K Hold
100
– – ﹤0.01% 2852
2021
Q2 		$4K Hold
100
– – ﹤0.01% 6678
2021
Q1 		$3.96K Buy
+100
New +$3.76K ﹤0.01% 3072

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 $67.3B AUM 21.9% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Steward Partners Investment Advisory's DSTL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 17% in Q2 2026, selling an estimated $16.5K and leaving 1,358 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Steward Partners Investment Advisory first reported a position in DSTL in Q1 2021 and has held it in 22 quarters since. The position peaked at $483K in Q4 2024. 144 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

  • Steward Partners Investment Advisory held 1,358 shares of Distillate US Fundamental Stability & Value ETF worth $81.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 279 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $16.5K.
  • Distillate US Fundamental Stability & Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2699 holding.
  • Steward Partners Investment Advisory first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Distillate US Fundamental Stability & Value ETF position peaked at $483K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.