Purchases and Sales Made in Q2 2024 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q2 2024. 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 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.19K+ 9.15% |
$213K - $225K
|
50K
$2.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.06KNew |
$206K - $218K
|
4.06K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.67K+ 76.88% |
$186K - $197K
|
8.43K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.32K+ 24.63% |
$168K - $178K
|
16.8K
$959K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.25K+ 10.72% |
$165K - $174K
|
33.5K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.98K+ 5.79% |
$151K - $160K
|
54.5K
$3.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.62KNew |
$133K - $141K
|
2.62K
$150K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$109K - $115K
|
2.14K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.02KNew |
$102K - $108K
|
2.02K
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.89KNew |
$95.7K - $101K
|
1.89K
$108K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 0.42% |
$93.6K - $99.1K
|
437K
$24.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.74K+ 10.31% |
$88.2K - $93.4K
|
18.6K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.63K+ 0.37% |
$82.6K - $87.4K
|
437K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.5K+ 12.48% |
$76K - $80.4K
|
13.5K
$771K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.49K+ 3.07% |
$75.3K - $79.7K
|
49.8K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.4KNew |
$70.9K - $75K
|
1.4K
$79.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 12.59% |
$70.5K - $74.6K
|
12.4K
$710K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06K+ 1.84% |
$53.5K - $56.6K
|
58.4K
$3.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
812+ 5.86% |
$41.2K - $43.6K
|
14.7K
$838K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
800+ 10.31% |
$40.6K - $42.9K
|
8.56K
$489K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
793+ 15.24% |
$40.2K - $42.6K
|
6K
$342K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
791+ 3.69% |
$40.1K - $42.4K
|
22.2K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
777+ 3.75% |
$39.4K - $41.7K
|
21.5K
$1.23M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
495+ 92.87% |
$25.1K - $26.6K
|
1.03K
$58.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
495+ 92.87% |
$25.1K - $26.6K
|
1.03K
$58.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
355+ 0.93% |
$18K - $19K
|
38.7K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
334New |
$16.9K - $17.9K
|
334
$19.1K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
320+ 1.36% |
$16.2K - $17.2K
|
23.9K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
300+ 5.36% |
$15.2K - $16.1K
|
5.9K
$337K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
290+ 5.46% |
$14.7K - $15.6K
|
5.6K
$320K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
159+ 24.54% |
$8.06K - $8.53K
|
807
$46.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
96New |
$4.87K - $5.15K
|
96
$5.48K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93+ 5.02% |
$4.72K - $4.99K
|
1.95K
$111K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 10.95% |
$2.64K - $2.79K
|
527
$30.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
38New |
$1.93K - $2.04K
|
38
$2.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31+ 0.37% |
$1.57K - $1.66K
|
8.38K
$478K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
29+ 0.16% |
$1.47K - $1.56K
|
18.3K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
14+ 0.24% |
$710 - $751
|
5.84K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$558 - $590
|
8.2K
$468K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.1% |
$355 - $376
|
6.76K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5+ 0.1% |
$254 - $268
|
4.8K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-151- 1.59% |
$7.66K - $8.1K
|
9.35K
$534K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-194- 2.35% |
$9.84K - $10.4K
|
8.06K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-195- 11.5% |
$9.89K - $10.5K
|
1.5K
$85.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-282- 1.87% |
$14.3K - $15.1K
|
14.8K
$846K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-326- 2.35% |
$16.5K - $17.5K
|
13.5K
$773K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-373- 1.69% |
$18.9K - $20K
|
21.7K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-677- 6.48% |
$34.3K - $36.3K
|
9.78K
$558K
|