WealthCare Investment Partners’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

WealthCare Investment Partners’s Portfolio DSMC Stock Details DSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Hold	5,856	–	–	0.06%	177
2025 Q4	$209K	Buy	5,856 +25	+0.4%	+$881	0.06%	177
2025 Q3	$210K	Buy	+5,831	New	+$205K	0.07%	166
2025 Q1	–	Sell	-6,383	Closed	-$223K	–	150
2024 Q4	$223K	Buy	6,383 +30	+0.5%	+$1.09K	0.1%	132
2024 Q3	$228K	Buy	6,353 +17	+0.3%	+$596	0.1%	129
2024 Q2	$220K	Sell	6,336 -783	-11%	-$27.7K	0.1%	131
2024 Q1	$263K	Buy	7,119 +19	+0.3%	+$658	0.13%	117
2023 Q4	$241K	Sell	7,100 -700	-9%	-$21.8K	0.13%	114
2023 Q3	$235K	Hold	7,800	–	–	0.14%	103
2023 Q2	$234K	Hold	7,800	–	–	0.14%	106
2023 Q1	$223K	Buy	+7,800	New	+$227K	0.13%	115

Other funds holding DSMC

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

MAM

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

WealthCare Investment Partners's DSMC Position: Q1 2026 in Review

WealthCare Investment Partners held its Distillate Small/Mid Cash Flow ETF (DSMC) position steady in Q1 2026 at 5,856 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #177.

WealthCare Investment Partners first reported a position in DSMC in Q1 2023 and has held it in 11 quarters since. The position peaked at $263K in Q1 2024. 30 funds tracked by Wall St. Rank hold DSMC as of Q1 2026.

WealthCare Investment Partners held 5,856 shares of Distillate Small/Mid Cash Flow ETF worth $220K as of Q1 2026.
WealthCare Investment Partners left its Distillate Small/Mid Cash Flow ETF share count unchanged in Q1 2026.
Distillate Small/Mid Cash Flow ETF made up 0.06% of WealthCare Investment Partners's portfolio in Q1 2026, its #177 holding.
WealthCare Investment Partners first reported a position in Distillate Small/Mid Cash Flow ETF in Q1 2023 and has held it in 11 quarters since.
WealthCare Investment Partners's Distillate Small/Mid Cash Flow ETF position peaked at $263K in Q1 2024.
30 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.