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CVA Family Office’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

CVA Family Office’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
2021
Q1 		– Sell
-89
Closed -$4K – 778
2020
Q4 		$4K Buy
+89
New +$3.73K ﹤0.01% 330

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CVA Family Office's DTEC Position: Q1 2021 in Review

CVA Family Office sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2021, closing a stake of 89 shares — an estimated $4K sold.

CVA Family Office first reported a position in DTEC in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 45 funds tracked by Wall St. Rank hold DTEC as of Q1 2021.

  • CVA Family Office reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2021 after selling out during the quarter.
  • CVA Family Office sold 89 ALPS Disruptive Technologies ETF shares in Q1 2021, an estimated $4K.
  • CVA Family Office first reported a position in ALPS Disruptive Technologies ETF in Q4 2020 and held it in 1 quarter.
  • CVA Family Office's ALPS Disruptive Technologies ETF position peaked at $4K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2021.

Based on CVA Family Office's 13F filing for Q1 2021, filed 14 Apr 2021.