Purchases and Sales Made in Q1 2025 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTION DISTILLATE US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
672New |
$35.8K - $38.5K
|
672
$36.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
663New |
$35.3K - $38K
|
663
$35.9K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
590+ 1.17% |
$31.4K - $33.8K
|
50.8K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
562New |
$29.9K - $32.2K
|
562
$30.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
560+ 37.33% |
$29.8K - $32.1K
|
2.06K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
507+ 0.38% |
$27K - $29K
|
133K
$7.17M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
341+ 2.79% |
$18.2K - $19.5K
|
12.6K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
238+ 2.9% |
$12.7K - $13.6K
|
8.45K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
131+ 53.91% |
$6.98K - $7.5K
|
374
$20.2K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
77New |
$4.1K - $4.41K
|
77
$4.17K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
47+ 1.76% |
$2.5K - $2.69K
|
2.71K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
41+ 0.35% |
$2.18K - $2.35K
|
11.6K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
38+ 0.39% |
$2.02K - $2.18K
|
9.88K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
14+ 0.24% |
$746 - $802
|
5.88K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.27% |
$639 - $687
|
4.42K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.05% |
$373 - $401
|
14.9K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.05% |
$53.3 - $57.3
|
2.01K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.24% |
$1.07K - $1.15K
|
8.44K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31- 0.49% |
$1.65K - $1.78K
|
6.28K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-34- 0.83% |
$1.81K - $1.95K
|
4.08K
$221K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-111- 1.89% |
$5.91K - $6.36K
|
5.78K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.4% |
$6.23K - $6.7K
|
29.4K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130- 0.35% |
$6.93K - $7.45K
|
36.9K
$2M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-274- 0.34% |
$14.6K - $15.7K
|
79.4K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-276- 1.23% |
$14.7K - $15.8K
|
22.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-288- 1.47% |
$15.3K - $16.5K
|
19.4K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-296- 0.48% |
$15.8K - $17K
|
61.4K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-300- 30.0% |
$16K - $17.2K
|
700
$37.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-317- 0.16% |
$16.9K - $18.2K
|
202K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-321- 5.52% |
$17.1K - $18.4K
|
5.49K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-599- 1.99% |
$31.9K - $34.3K
|
29.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-873- 12.38% |
$46.5K - $50K
|
6.18K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 56.54% |
$58.7K - $63.1K
|
847
$45.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14K- 7.43% |
$60.8K - $65.4K
|
14.2K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.38K- 2.85% |
$73.4K - $78.9K
|
47K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.69K- 19.74% |
$90K - $96.7K
|
6.87K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.19K- 24.95% |
$117K - $126K
|
6.6K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.34K- 8.3% |
$125K - $134K
|
25.8K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.39K- 21.11% |
$127K - $137K
|
8.94K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.64K- 28.15% |
$141K - $151K
|
6.74K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.73K- 6.24% |
$145K - $156K
|
41K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.84K- 2.83% |
$151K - $163K
|
97.6K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-3.22K- 14.72% |
$171K - $184K
|
18.6K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-3.25K- 0.68% |
$173K - $186K
|
474K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 16.92% |
$201K - $216K
|
18.5K
$1M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.78K- 16.68% |
$202K - $217K
|
18.9K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.24K- 5.28% |
$226K - $243K
|
76K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.84K- 15.68% |
$258K - $277K
|
26.1K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.89K- 29.86% |
$260K - $280K
|
11.5K
$621K
|