Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Carson Wealth (CWM LLC)’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 		$51K Hold
1,179
– – ﹤0.01% 3807
2025
Q4 		$57K Buy
1,179
+1
+0.1% +$50 ﹤0.01% 3499
2025
Q3 		$60K Hold
1,178
– – ﹤0.01% 3372
2025
Q2 		$58K Hold
1,178
– – ﹤0.01% 3153
2025
Q1 		$51K Hold
1,178
– – ﹤0.01% 2970
2024
Q4 		$53K Buy
1,178
+5
+0.4% +$226 ﹤0.01% 2756
2024
Q3 		$52K Hold
1,173
– – ﹤0.01% 2656
2024
Q2 		$48K Hold
1,173
– – ﹤0.01% 2500
2024
Q1 		$50K Buy
1,173
+90
+8% +$3.71K ﹤0.01% 2293
2023
Q4 		$45K Buy
1,083
+3
+0.3% +$111 ﹤0.01% 2237
2023
Q3 		$38K Buy
1,080
+100
+10% +$3.79K ﹤0.01% 2242
2023
Q2 		$39K Sell
980
-529
-35% -$19.7K ﹤0.01% 2157
2023
Q1 		$56K Buy
1,509
+609
+68% +$22K ﹤0.01% 1795
2022
Q4 		$30K Hold
900
– – ﹤0.01% 2076
2022
Q3 		$28K Hold
900
– – ﹤0.01% 1999
2022
Q2 		$30K Hold
900
– – ﹤0.01% 1883
2022
Q1 		$38K Hold
900
– – ﹤0.01% 1724
2021
Q4 		$44K Buy
+900
New +$44.6K ﹤0.01% 1622
2021
Q2 		$44K Hold
900
– – ﹤0.01% 1447
2021
Q1 		$44K Hold
900
– – ﹤0.01% 1447
2020
Q4 		$44K Hold
900
– – ﹤0.01% 1447
2020
Q3 		$44K Hold
900
– – ﹤0.01% 1447
2020
Q2 		$44K Hold
900
– – ﹤0.01% 1447
2020
Q1 		$44K Hold
900
– – ﹤0.01% 1447
2019
Q4 		$44K Hold
900
– – ﹤0.01% 1447
2019
Q3 		$44K Hold
900
– – ﹤0.01% 1447
2019
Q2 		$44K Hold
900
– – ﹤0.01% 1447
2019
Q1 		$44K Buy
+900
New +$24.7K ﹤0.01% 1447

Other funds holding DTEC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DTEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q1 2026 at 1,179 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3807.

Carson Wealth (CWM LLC) first reported a position in DTEC in Q1 2019 and has held it in 28 quarters since. The position peaked at $60K in Q3 2025. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,179 shares of ALPS Disruptive Technologies ETF worth $51K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ALPS Disruptive Technologies ETF share count unchanged in Q1 2026.
  • ALPS Disruptive Technologies ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3807 holding.
  • Carson Wealth (CWM LLC) first reported a position in ALPS Disruptive Technologies ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s ALPS Disruptive Technologies ETF position peaked at $60K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.