CT
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Caldwell Trust’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Caldwell Trust’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
2022
Q4 		– Sell
-275
Closed -$8.66K – 733
2022
Q3 		$8.66K Hold
275
– – ﹤0.01% 621
2022
Q2 		$9.14K Hold
275
– – ﹤0.01% 634
2022
Q1 		$11.7K Hold
275
– – ﹤0.01% 628
2021
Q4 		$13.3K Hold
275
– – ﹤0.01% 611
2021
Q3 		$13.3K Hold
275
– – ﹤0.01% 606
2021
Q2 		$13.4K Hold
275
– – ﹤0.01% 616
2021
Q1 		$12.4K Hold
275
– – ﹤0.01% 613
2020
Q4 		$12.7K Hold
275
– – ﹤0.01% 601
2020
Q3 		$10.6K Hold
275
– – ﹤0.01% 604
2020
Q2 		$9.51K Hold
275
– – ﹤0.01% 644
2020
Q1 		$7.27K Buy
+275
New +$8.55K ﹤0.01% 668

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EL
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CAN
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UBS Group
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Jane Street
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Susquehanna International Group
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Morgan Stanley
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return