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Financial Gravity Asset Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Financial Gravity Asset Management’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
Q3 		$48K Sell
1,342
-8
-0.6% -$398 0.02% 582
2021
Q2 		$49K Buy
+1,350
New +$62.7K 0.02% 575

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Gravity Asset Management's DTEC Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its ALPS Disruptive Technologies ETF (DTEC) stake by 0.59% in Q3 2021, selling an estimated $398 and leaving 1,342 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #582.

Financial Gravity Asset Management first reported a position in DTEC in Q2 2021 and has held it in 2 quarters since. The position peaked at $49K in Q2 2021. 46 funds tracked by Wall St. Rank hold DTEC as of Q3 2021.

  • Financial Gravity Asset Management held 1,342 shares of ALPS Disruptive Technologies ETF worth $48K as of Q3 2021.
  • Financial Gravity Asset Management sold 8 ALPS Disruptive Technologies ETF shares in Q3 2021, an estimated $398.
  • ALPS Disruptive Technologies ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #582 holding.
  • Financial Gravity Asset Management first reported a position in ALPS Disruptive Technologies ETF in Q2 2021 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's ALPS Disruptive Technologies ETF position peaked at $49K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.