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Atria Wealth Solutions’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Atria Wealth Solutions’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
-9,352
Closed -$424K – 1912
2024
Q4 		$424K Sell
9,352
-850
-8% -$38.4K ﹤0.01% 1356
2024
Q3 		$452K Sell
10,202
-2,550
-20% -$107K ﹤0.01% 1291
2024
Q2 		$525K Buy
12,752
+1,065
+9% +$43.9K 0.01% 1213
2024
Q1 		$494K Buy
11,687
+740
+7% +$30.5K 0.01% 1273
2023
Q4 		$454K Sell
10,947
-461
-4% -$17K 0.01% 1267
2023
Q3 		$404K Buy
11,408
+1,456
+15% +$55.3K 0.01% 1240
2023
Q2 		$391K Buy
9,952
+700
+8% +$26.1K 0.01% 1285
2023
Q1 		$344K Buy
9,252
+288
+3% +$10.4K 0.01% 1335
2022
Q4 		$298K Hold
8,964
– – ﹤0.01% 1363
2022
Q3 		$282K Buy
8,964
+1,175
+15% +$41.4K ﹤0.01% 1337
2022
Q2 		$259K Buy
7,789
+867
+13% +$31.8K ﹤0.01% 1291
2022
Q1 		$296K Buy
+6,922
New +$293K ﹤0.01% 1322

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

Atria Wealth Solutions's DTEC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2025, closing a stake of 9,352 shares — an estimated $424K sold.

Atria Wealth Solutions first reported a position in DTEC in Q1 2022 and held it in 12 quarters. The position peaked at $525K in Q2 2024. 47 funds tracked by Wall St. Rank hold DTEC as of Q1 2025.

  • Atria Wealth Solutions reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,352 ALPS Disruptive Technologies ETF shares in Q1 2025, an estimated $424K.
  • Atria Wealth Solutions first reported a position in ALPS Disruptive Technologies ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's ALPS Disruptive Technologies ETF position peaked at $525K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.