AWM
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AE Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

AE Wealth Management’s Portfolio DTEC Stock Details DTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$22.7K – 2184
2024
Q4 		$22.7K Buy
+500
New +$22.6K ﹤0.01% 1709
2021
Q3 		– Sell
-13,727
Closed -$667K – 1651
2021
Q2 		$667K Buy
+13,727
New +$638K 0.01% 1010

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

AE Wealth Management's DTEC Position: Q1 2025 in Review

AE Wealth Management sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2025, closing a stake of 500 shares — an estimated $22.7K sold.

AE Wealth Management first reported a position in DTEC in Q2 2021 and held it in 2 quarters. The position peaked at $667K in Q2 2021. 47 funds tracked by Wall St. Rank hold DTEC as of Q1 2025.

  • AE Wealth Management reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 500 ALPS Disruptive Technologies ETF shares in Q1 2025, an estimated $22.7K.
  • AE Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q2 2021 and held it in 2 quarters.
  • AE Wealth Management's ALPS Disruptive Technologies ETF position peaked at $667K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.