Creative Planning’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Creative Planning’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	–	Sell	-4,440	Closed	-$216K	–	4136
2025 Q4	$216K	Hold	4,440	–	–	﹤0.01%	3491
2025 Q3	$227K	Buy	+4,440	New	+$221K	﹤0.01%	3368
2025 Q2	–	Sell	-4,655	Closed	-$202K	–	3716
2025 Q1	$202K	Hold	4,655	–	–	﹤0.01%	3062
2024 Q4	$211K	Hold	4,655	–	–	﹤0.01%	2937
2024 Q3	$206K	Buy	+4,655	New	+$196K	﹤0.01%	2810
2024 Q2	–	Sell	-5,780	Closed	-$244K	–	3104
2024 Q1	$244K	Hold	5,780	–	–	﹤0.01%	2423
2023 Q4	$239K	Buy	+5,780	New	+$213K	﹤0.01%	2271
2022 Q2	–	Sell	-5,657	Closed	-$242K	–	2350
2022 Q1	$242K	Buy	5,657 +1,215	+27%	+$51.5K	﹤0.01%	1772
2021 Q4	$215K	Buy	+4,442	New	+$220K	﹤0.01%	1827

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

Creative Planning's DTEC Position: Q1 2026 in Review

Creative Planning sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2026, closing a stake of 4,440 shares — an estimated $216K sold.

Creative Planning first reported a position in DTEC in Q4 2021 and held it in 9 quarters. The position peaked at $244K in Q1 2024. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2026.

Creative Planning reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 4,440 ALPS Disruptive Technologies ETF shares in Q1 2026, an estimated $216K.
Creative Planning first reported a position in ALPS Disruptive Technologies ETF in Q4 2021 and held it in 9 quarters.
Creative Planning's ALPS Disruptive Technologies ETF position peaked at $244K in Q1 2024.
41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.