Clearview Wealth Advisors LLC ETF Ser Solution Distillate Us Transaction History

Clearview Wealth Advisors LLC

$139 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$42.45 - $46.59 $1,273 - $1,397	-30 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$35.85 - $39.83 $1,075 - $1,194	30 New	30 $1,000

Others Institutions Holding DSTL

# of Institutions

146

Shares Held

36.1M

Call Options Held

0

Put Options Held

0

Sequoia Financial Advisors, LLC

5.4M
Shares

$301 Million
2.29% of portfolio
Carlson Capital Management

5.32M
Shares

$297 Million
21.21% of portfolio
Wealth Enhancement Advisory Services, LLC

2.26M
Shares

$126 Million
0.22% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.63M
Shares

$90.9 Million
6.21% of portfolio
Abacus Planning Group, Inc.

1.38M
Shares

$77.1 Million
12.69% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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