Purchases and Sales Made in Q2 2025 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.38MNew |
$67M - $76.5M
|
1.38M
$76.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
807K+ 55.65% |
$39.2M - $44.7M
|
2.26M
$125M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
143K+ 2.71% |
$6.92M - $7.89M
|
5.4M
$298M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
70.3KNew |
$3.41M - $3.89M
|
70.3K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
53.3K+ 5.71% |
$2.59M - $2.95M
|
986K
$54.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 32.68% |
$1.65M - $1.88M
|
138K
$7.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.4K+ 3.67% |
$1.38M - $1.57M
|
801K
$44.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
23.2K+ 17.51% |
$1.13M - $1.28M
|
156K
$8.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.1K+ 10.31% |
$1.07M - $1.22M
|
236K
$13M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
13.9K+ 4.02% |
$675K - $770K
|
360K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11.7K+ 100.21% |
$568K - $648K
|
23.4K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
11.4K+ 1.92% |
$553K - $631K
|
606K
$33.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.87K+ 20.34% |
$285K - $325K
|
34.7K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 1.12% |
$249K - $284K
|
465K
$25.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.98K+ 1.2% |
$242K - $276K
|
421K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.46K+ 6.39% |
$216K - $247K
|
74.2K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.73K+ 9.1% |
$181K - $207K
|
44.7K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 14.99% |
$161K - $184K
|
25.5K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.07K+ 17.8% |
$100K - $114K
|
13.7K
$754K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.67K+ 0.82% |
$80.8K - $92.2K
|
204K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.09K+ 0.62% |
$52.7K - $60.1K
|
176K
$9.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.07K+ 1.63% |
$52.1K - $59.4K
|
67K
$3.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
849New |
$41.2K - $47K
|
849
$46.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
801+ 8.9% |
$38.9K - $44.3K
|
9.81K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
700+ 11.29% |
$34K - $38.7K
|
6.9K
$381K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
644+ 0.89% |
$31.3K - $35.6K
|
73.2K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
626New |
$30.4K - $34.6K
|
626
$34.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
383+ 7.62% |
$18.6K - $21.2K
|
5.41K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 0.64% |
$14.6K - $16.6K
|
47.5K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
249+ 1.34% |
$12.1K - $13.8K
|
18.9K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
155+ 0.03% |
$7.52K - $8.58K
|
475K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
106+ 3.57% |
$5.14K - $5.87K
|
3.08K
$170K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
78+ 0.04% |
$3.79K - $4.32K
|
221K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
51New |
$2.48K - $2.82K
|
51
$2.81K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 10.19% |
$2.04K - $2.32K
|
454
$25K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
33+ 0.33% |
$1.6K - $1.83K
|
9.92K
$547K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13+ 0.22% |
$631 - $720
|
5.89K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9+ 11.69% |
$437 - $498
|
86
$4.74K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.23% |
$48.5 - $55.4
|
82
$4.52K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-158- 42.25% |
$7.67K - $8.75K
|
216
$11.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164- 0.05% |
$7.96K - $9.08K
|
318K
$17.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-505- 8.04% |
$24.5K - $28K
|
5.78K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-535- 4.66% |
$26K - $29.6K
|
10.9K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-551- 4.39% |
$26.7K - $30.5K
|
12K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 10.61% |
$29.7K - $33.9K
|
5.16K
$285K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-693- 81.82% |
$33.6K - $38.4K
|
154
$8.49K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-709- 1.01% |
$34.4K - $39.2K
|
69.3K
$3.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-1.29K- 1.68% |
$62.7K - $71.5K
|
75.5K
$4.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.54K- 5.21% |
$74.5K - $85K
|
28K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 41.12% |
$88.2K - $101K
|
2.6K
$144K
|