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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.06K- 0.51% |
$270K - $290K
|
983K
$53.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.66K- 4.94% |
$355K - $381K
|
128K
$6.93M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.25K- 15.48% |
$440K - $473K
|
45K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.18K- 1.52% |
$489K - $526K
|
595K
$32.2M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-11.1K- 68.75% |
$589K - $633K
|
5.02K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.7K- 39.26% |
$731K - $786K
|
21.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.7K- 34.3% |
$781K - $839K
|
28.1K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.2K- 4.93% |
$971K - $1.04M
|
352K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.1K- 8.43% |
$1.12M - $1.21M
|
229K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.7K- 15.23% |
$1.26M - $1.36M
|
132K
$7.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27K- 21.71% |
$1.44M - $1.55M
|
97.3K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-35.9K- 21.54% |
$1.91M - $2.06M
|
131K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.9K- 8.71% |
$2.71M - $2.91M
|
533K
$28.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-87.2K- 86.94% |
$4.65M - $5M
|
13.1K
$709K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-93K- 13.58% |
$4.95M - $5.33M
|
592K
$32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-191K- 21.18% |
$10.2M - $11M
|
712K
$38.5M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-197K- 86.03% |
$10.5M - $11.3M
|
32K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-240K- 97.07% |
$12.8M - $13.7M
|
7.24K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.28M- 99.43% |
$68M - $73.1M
|
7.35K
$397K
|