Blue Bell Private Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Blue Bell Private 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
2026 Q1	$9.96K	Hold	230	–	–	﹤0.01%	572
2025 Q4	$11.2K	Sell	230 -64	-22%	-$3.2K	﹤0.01%	546
2025 Q3	$15K	Hold	294	–	–	﹤0.01%	508
2025 Q2	$14.5K	Hold	294	–	–	﹤0.01%	496
2025 Q1	$12.8K	Hold	294	–	–	﹤0.01%	498
2024 Q4	$13.3K	Hold	294	–	–	﹤0.01%	471
2024 Q3	$13K	Hold	294	–	–	﹤0.01%	496
2024 Q2	$12.1K	Sell	294 -28	-9%	-$1.15K	﹤0.01%	500
2024 Q1	$13.6K	Hold	322	–	–	﹤0.01%	489
2023 Q4	$13.3K	Hold	322	–	–	﹤0.01%	461
2023 Q3	$11.4K	Hold	322	–	–	﹤0.01%	411
2023 Q2	$12.7K	Hold	322	–	–	﹤0.01%	389
2023 Q1	$12K	Hold	322	–	–	﹤0.01%	360
2022 Q4	$10.7K	Hold	322	–	–	﹤0.01%	369
2022 Q3	$10K	Hold	322	–	–	﹤0.01%	373
2022 Q2	$11K	Buy	322 +9	+3%	+$330	﹤0.01%	373
2022 Q1	$13K	Buy	313 +16	+5%	+$678	﹤0.01%	373
2021 Q4	$14K	Buy	297 +28	+10%	+$1.39K	﹤0.01%	348
2021 Q3	$13K	Hold	269	–	–	﹤0.01%	142
2021 Q2	$13K	Hold	269	–	–	﹤0.01%	144
2021 Q1	$12K	Hold	269	–	–	﹤0.01%	140
2020 Q4	$10K	Hold	269	–	–	﹤0.01%	134
2020 Q3	$10K	Buy	269 +125	+87%	+$4.68K	﹤0.01%	137
2020 Q2	$0	Buy	+144	New	+$4.52K	﹤0.01%	183

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

Blue Bell Private Wealth Management's DTEC Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q1 2026 at 230 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Blue Bell Private Wealth Management first reported a position in DTEC in Q2 2020 and has held it in 24 quarters since. The position peaked at $15K in Q3 2025. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2026.

Blue Bell Private Wealth Management held 230 shares of ALPS Disruptive Technologies ETF worth $9.96K as of Q1 2026.
Blue Bell Private Wealth Management left its ALPS Disruptive Technologies ETF share count unchanged in Q1 2026.
ALPS Disruptive Technologies ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #572 holding.
Blue Bell Private Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q2 2020 and has held it in 24 quarters since.
Blue Bell Private Wealth Management's ALPS Disruptive Technologies ETF position peaked at $15K in Q3 2025.
41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.