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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beaumont Financial Advisors's DTEC Position: Q1 2026 in Review

Beaumont Financial Advisors held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q1 2026 at 5,369 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #334.

Beaumont Financial Advisors first reported a position in DTEC in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.27M in Q4 2019. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2026.

Beaumont Financial Advisors held 5,369 shares of ALPS Disruptive Technologies ETF worth $232K as of Q1 2026.
Beaumont Financial Advisors left its ALPS Disruptive Technologies ETF share count unchanged in Q1 2026.
ALPS Disruptive Technologies ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #334 holding.
Beaumont Financial Advisors first reported a position in ALPS Disruptive Technologies ETF in Q4 2019 and has held it in 14 quarters since.
Beaumont Financial Advisors's ALPS Disruptive Technologies ETF position peaked at $1.27M in Q4 2019.
41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.