U.S. Capital Wealth Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

U.S. Capital Wealth Advisors’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 Q2	–	Sell	-8,440	Closed	-$458K	–	899
2025 Q1	$458K	Sell	8,440 -20	-0.2%	-$1.11K	0.01%	607
2024 Q4	$465K	Buy	8,460 +550	+7%	+$31.3K	0.01%	582
2024 Q3	$449K	Sell	7,910 -650	-8%	-$35.3K	0.02%	506
2024 Q2	$440K	Buy	8,560 +800	+10%	+$41.4K	0.02%	481
2024 Q1	$418K	Buy	+7,760	New	+$396K	0.02%	494

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

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

AAS

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

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

U.S. Capital Wealth Advisors's DSTL Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2025, closing a stake of 8,440 shares — an estimated $458K sold.

U.S. Capital Wealth Advisors first reported a position in DSTL in Q1 2024 and held it in 5 quarters. The position peaked at $465K in Q4 2024. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,440 Distillate US Fundamental Stability & Value ETF shares in Q2 2025, an estimated $458K.
U.S. Capital Wealth Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2024 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Distillate US Fundamental Stability & Value ETF position peaked at $465K in Q4 2024.
137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.