Elevation Wealth Partners’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Elevation Wealth Partners’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
2025 Q4	–	Sell	-101	Closed	-$5.17K	–	974
2025 Q3	$5.17K	Hold	101	–	–	﹤0.01%	475
2025 Q2	$4.98K	Hold	101	–	–	﹤0.01%	404
2025 Q1	$4.39K	Hold	101	–	–	﹤0.01%	413
2024 Q4	$4.58K	Hold	101	–	–	﹤0.01%	415
2024 Q3	$4.46K	Hold	101	–	–	﹤0.01%	396
2024 Q2	$4.14K	Hold	101	–	–	﹤0.01%	395
2024 Q1	$4.25K	Buy	101 +1	+1%	+$41	﹤0.01%	395
2023 Q4	$3.55K	Buy	+100	New	+$3.69K	﹤0.01%	383

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Elevation Wealth Partners's DTEC Position: Q4 2025 in Review

Elevation Wealth Partners sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2025, closing a stake of 101 shares — an estimated $5.17K sold.

Elevation Wealth Partners first reported a position in DTEC in Q4 2023 and held it in 8 quarters. The position peaked at $5.17K in Q3 2025. 46 funds tracked by Wall St. Rank hold DTEC as of Q4 2025.

Elevation Wealth Partners reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 101 ALPS Disruptive Technologies ETF shares in Q4 2025, an estimated $5.17K.
Elevation Wealth Partners first reported a position in ALPS Disruptive Technologies ETF in Q4 2023 and held it in 8 quarters.
Elevation Wealth Partners's ALPS Disruptive Technologies ETF position peaked at $5.17K in Q3 2025.
46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.