Beaumont Financial Advisors’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Beaumont Financial Advisors’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
2026 Q2	$259K	Hold	5,369	–	–	0.02%	330
2026 Q1	$232K	Hold	5,369	–	–	0.02%	334
2025 Q4	$261K	Buy	5,369 +1	+0%	+$50	0.02%	320
2025 Q3	$275K	Hold	5,368	–	–	0.02%	332
2025 Q2	$265K	Hold	5,368	–	–	0.02%	317
2025 Q1	$233K	Hold	5,368	–	–	0.02%	331
2024 Q4	$243K	Buy	5,368 +2	+0%	+$90	0.02%	326
2024 Q3	$238K	Hold	5,366	–	–	0.02%	313
2024 Q2	$221K	Hold	5,366	–	–	0.02%	330
2024 Q1	$227K	Hold	5,366	–	–	0.02%	331
2023 Q4	$222K	Buy	+5,366	New	+$198K	0.02%	310
2023 Q3	–	Sell	-5,365	Closed	-$211K	–	330
2023 Q2	$211K	Buy	+5,365	New	+$200K	0.02%	318
2022 Q4	–	Sell	-6,534	Closed	-$206K	–	323
2022 Q3	$206K	Hold	6,534	–	–	0.02%	290
2022 Q2	$217K	Buy	+6,534	New	+$239K	0.02%	283
2020 Q1	–	Sell	-39,556	Closed	-$1.27M	–	245
2019 Q4	$1.27M	Buy	+39,556	New	+$1.21M	0.13%	112

Other funds holding DTEC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beaumont Financial Advisors's DTEC Position: Q2 2026 in Review

Beaumont Financial Advisors held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q2 2026 at 5,369 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #330.

Beaumont Financial Advisors first reported a position in DTEC in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2019. 44 funds tracked by Wall St. Rank hold DTEC as of Q2 2026.

Beaumont Financial Advisors held 5,369 shares of ALPS Disruptive Technologies ETF worth $259K as of Q2 2026.
Beaumont Financial Advisors left its ALPS Disruptive Technologies ETF share count unchanged in Q2 2026.
ALPS Disruptive Technologies ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #330 holding.
Beaumont Financial Advisors first reported a position in ALPS Disruptive Technologies ETF in Q4 2019 and has held it in 15 quarters since.
Beaumont Financial Advisors's ALPS Disruptive Technologies ETF position peaked at $1.27M in Q4 2019.
44 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.