DSTX β€” ETF SER SOLUTIONS

Ownership history in Crumly & Associates Inc.  Β·  12 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported ETF SER SOLUTIONS (DSTX) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.15% in 2026 Q1. The latest visible filing shows DSTX at 4.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DSTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DSTX was reported at 4.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held DSTX β€” position size vs. price
% of Fund (quarterly)    DSTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 609,624 +170,638 +38.9% 4.15% $19.8M 2026-05-15 (Est.) $34.80
2025 Q4 ADDED 438,986 +7,178 +1.7% 2.92% $13.9M 2026-01-14 $32.76
2025 Q3 ADDED 431,808 +8,503 +2.0% 2.86% $13.1M 2025-11-03 $30.33
2025 Q2 ADDED 423,305 +11,259 +2.7% 2.88% $11.9M 2025-07-02 $27.57
2025 Q1 ADDED 412,046 +6,424 +1.6% 2.86% $10.3M 2025-04-22 $24.62
2024 Q4 ADDED 405,622 +6,346 +1.6% 2.55% $9.4M 2025-02-03 $23.22
2024 Q3 REDUCED 399,276 -4,318 -1.1% 2.85% $10.3M 2024-11-01 $23.38
2024 Q2 REDUCED 403,594 -2,258 -0.6% 2.72% $9.5M 2024-08-02 $22.49
2024 Q1 ADDED 405,852 +1,598 +0.4% 2.61% $9.9M 2024-05-01 $22.28
2023 Q4 ADDED 404,254 +9,869 +2.5% 2.62% $9.4M 2024-01-29 $22.06
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DSTX

As of 2026 Q1 β€” sorted by position size

WealthCare Investment Partners, LLC 3Y 0.06%

FAQ About Crumly & Associates Inc. and DSTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning DSTX?

Crumly & Associates Inc. reported DSTX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DSTX position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for DSTX was 4.15% in 2026 Q1.

What is the latest reported DSTX position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 609,624 shares, equal to 4.15% of portfolio, with an estimated market value of $19.8M.

What does the chart on this DSTX ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly DSTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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