Crumly & Associates Inc. 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 609,624 +170,638 +38.9% 4.15% $19.8M 2026-05-15 (Est.) $33.64
2025 Q4 ADDED β€” β€” β€” 438,986 +7,178 +1.7% 2.92% $13.9M 2026-01-14 $32.76
2025 Q3 ADDED β€” β€” β€” 431,808 +8,503 +2.0% 2.86% $13.1M 2025-11-03 $30.33
2025 Q2 ADDED β€” β€” β€” 423,305 +11,259 +2.7% 2.88% $11.9M 2025-07-02 $27.57
2025 Q1 ADDED β€” β€” β€” 412,046 +6,424 +1.6% 2.86% $10.3M 2025-04-22 $24.62
2024 Q4 ADDED β€” β€” β€” 405,622 +6,346 +1.6% 2.55% $9.4M 2025-02-03 $23.22
2024 Q3 REDUCED β€” β€” β€” 399,276 -4,318 -1.1% 2.85% $10.3M 2024-11-01 $23.38
2024 Q2 REDUCED β€” β€” β€” 403,594 -2,258 -0.6% 2.72% $9.5M 2024-08-02 $22.49
2024 Q1 ADDED β€” β€” β€” 405,852 +1,598 +0.4% 2.61% $9.9M 2024-05-01 $22.28
2023 Q4 ADDED β€” β€” β€” 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.

How well did Crumly & Associates Inc. time their DSTX position?

Based on 13F filing dates vs. subsequent DSTX price moves, Crumly & Associates Inc. correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on DSTX relative to SPY over the holding period was -1.2%.

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