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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
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

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APG
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OFG
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RCA
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AC
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MAM
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Cetera Investment Advisers
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Raymond James Financial
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SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return