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

Total Clarity 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
2024 Q1	–	Sell	-19,129	Closed	-$944K	–	277
2023 Q4	$944K	Buy	19,129 +227	+1%	+$10.4K	0.39%	80
2023 Q3	$844K	Buy	18,902 +8,927	+89%	+$410K	0.41%	71
2023 Q2	$452K	Buy	9,975 +4	+0%	+$173	0.22%	112
2023 Q1	$430K	Buy	+9,971	New	+$425K	0.23%	99
2022 Q4	–	Sell	-10,494	Closed	-$387K	–	235
2022 Q3	$387K	Sell	10,494 -9,636	-48%	-$394K	0.24%	124
2022 Q2	$779K	Buy	+20,130	New	+$844K	0.4%	58

Other funds holding DSTL

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Total Clarity Wealth Management's DSTL Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2024, closing a stake of 19,129 shares — an estimated $944K sold.

Total Clarity Wealth Management first reported a position in DSTL in Q2 2022 and held it in 6 quarters. The position peaked at $944K in Q4 2023. 119 funds tracked by Wall St. Rank hold DSTL as of Q1 2024.

Total Clarity Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 19,129 Distillate US Fundamental Stability & Value ETF shares in Q1 2024, an estimated $944K.
Total Clarity Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2022 and held it in 6 quarters.
Total Clarity Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $944K in Q4 2023.
119 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.