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Stonebridge Financial Planning Group’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Stonebridge Financial Planning 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
Q1 		$3.77M Sell
65,123
-2,215
-3% -$133K 1.38% 18
2025
Q4 		$3.97M Sell
67,338
-847
-1% -$49.2K 1.43% 17
2025
Q3 		$3.95M Sell
68,185
-1,132
-2% -$64K 1.48% 16
2025
Q2 		$3.84M Sell
69,317
-709
-1% -$37.7K 1.6% 12
2025
Q1 		$3.8M Buy
70,026
+16,889
+32% +$941K 1.73% 9
2024
Q4 		$2.92M Buy
53,137
+22,618
+74% +$1.29M 1.3% 16
2024
Q3 		$1.73M Buy
30,519
+9,015
+42% +$489K 0.82% 37
2024
Q2 		$1.11M Buy
21,504
+777
+4% +$40.2K 0.56% 53
2024
Q1 		$1.12M Buy
20,727
+3,056
+17% +$156K 0.59% 47
2023
Q4 		$872K Buy
17,671
+7,226
+69% +$332K 0.5% 53
2023
Q3 		$466K Buy
+10,445
New +$480K 0.3% 82

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 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 $948M AUM 23.78% 1-Year Est. Return