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

Tradition 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
2025 Q3	–	Sell	-8,233	Closed	-$456K	–	495
2025 Q2	$456K	Sell	8,233 -220	-3%	-$11.7K	0.04%	280
2025 Q1	$458K	Buy	8,453 +238	+3%	+$13.3K	0.04%	266
2024 Q4	$451K	Buy	8,215 +11	+0.1%	+$625	0.04%	267
2024 Q3	$465K	Buy	8,204 +7	+0.1%	+$380	0.04%	252
2024 Q2	$421K	Buy	8,197 +11	+0.1%	+$570	0.04%	259
2024 Q1	$441K	Sell	8,186 -981	-11%	-$50K	0.04%	239
2023 Q4	$453K	Sell	9,167 -1,205	-12%	-$55.4K	0.05%	210
2023 Q3	$463K	Buy	10,372 +84	+0.8%	+$3.86K	0.06%	187
2023 Q2	$466K	Sell	10,288 -315	-3%	-$13.6K	0.05%	187
2023 Q1	$458K	Buy	+10,603	New	+$452K	0.06%	183

Other funds holding DSTL

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

OFG

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

APG

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

MAM

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

RCA

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tradition Wealth Management's DSTL Position: Q3 2025 in Review

Tradition Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2025, closing a stake of 8,233 shares — an estimated $456K sold.

Tradition Wealth Management first reported a position in DSTL in Q1 2023 and held it in 10 quarters. The position peaked at $466K in Q2 2023. 127 funds tracked by Wall St. Rank hold DSTL as of Q3 2025.

Tradition Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2025 after selling out during the quarter.
Tradition Wealth Management sold 8,233 Distillate US Fundamental Stability & Value ETF shares in Q3 2025, an estimated $456K.
Tradition Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2023 and held it in 10 quarters.
Tradition Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $466K in Q2 2023.
127 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.