Purchases and Sales Made in Q2 2023 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
326K+ 4816.17% |
$13.7M - $14.7M
|
333K
$18.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
221K+ 97.81% |
$9.3M - $10M
|
447K
$24.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191KNew |
$8.03M - $8.64M
|
191K
$10.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
183K+ 2.7% |
$7.7M - $8.29M
|
6.96M
$383M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
107K+ 101.68% |
$4.49M - $4.83M
|
212K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
52.5K+ 15.91% |
$2.21M - $2.38M
|
382K
$21.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
52.4K+ 5.37% |
$2.2M - $2.37M
|
1.03M
$56.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 49.73% |
$1.72M - $1.85M
|
123K
$6.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.5K+ 25.83% |
$1.58M - $1.7M
|
183K
$10.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
30.4K+ 5.23% |
$1.28M - $1.37M
|
611K
$33.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.2K+ 58.05% |
$1.18M - $1.27M
|
76.7K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.1K+ 6.91% |
$971K - $1.04M
|
357K
$19.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22.4K+ 164.07% |
$941K - $1.01M
|
36K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
21.6K+ 41.93% |
$907K - $977K
|
73.1K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.6KNew |
$822K - $885K
|
19.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
16.5K+ 26.28% |
$693K - $746K
|
79.1K
$4.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14.2K+ 3.2% |
$598K - $643K
|
458K
$25.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
13.7K+ 569.4% |
$574K - $618K
|
16.1K
$885K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13K+ 78.14% |
$547K - $589K
|
29.7K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
12.5K+ 2.31% |
$525K - $566K
|
554K
$30.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11.2K+ 6.37% |
$472K - $508K
|
188K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.65KNew |
$364K - $392K
|
8.65K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.58K+ 24.97% |
$361K - $388K
|
42.9K
$2.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.5K+ 5.51% |
$357K - $385K
|
163K
$8.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.44K+ 3.21% |
$355K - $382K
|
271K
$14.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$250K - $269K
|
5.95K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.71K+ 32.44% |
$240K - $258K
|
23.3K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.48K+ 169.9% |
$230K - $248K
|
8.71K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.44KNew |
$187K - $201K
|
4.44K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
4K+ 54.57% |
$168K - $181K
|
11.3K
$625K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.91K+ 10.72% |
$164K - $177K
|
40.3K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.97K+ 3.15% |
$125K - $134K
|
97.1K
$5.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.78K+ 2.37% |
$117K - $126K
|
120K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.71K+ 43.42% |
$114K - $123K
|
8.95K
$493K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.15K+ 5.56% |
$90.2K - $97.1K
|
40.7K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 3.65% |
$89.8K - $96.6K
|
60.7K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.53K+ 5.95% |
$64.4K - $69.3K
|
27.3K
$1.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 3.59% |
$42.5K - $45.8K
|
29.1K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
656+ 6.55% |
$27.6K - $29.7K
|
10.7K
$588K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
618+ 0.08% |
$26K - $28K
|
815K
$44.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
514+ 597.67% |
$21.6K - $23.3K
|
600
$33.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
332New |
$14K - $15K
|
332
$18.3K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
300+ 6.38% |
$12.6K - $13.6K
|
5K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
182New |
$7.65K - $8.24K
|
182
$10K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
63New |
$2.65K - $2.85K
|
63
$3.47K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
53+ 0.22% |
$2.23K - $2.4K
|
24.1K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
38+ 0.34% |
$1.6K - $1.72K
|
11.1K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11+ 0.06% |
$463 - $498
|
17.2K
$949K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4+ 0.33% |
$168 - $181
|
1.21K
$66.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$168 - $181
|
9.98K
$550K
|