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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
2022
Q1 		– Sell
-1,104
Closed -$64.8K – 925
2021
Q4 		$64.8K Sell
1,104
-238
-18% -$11.8K 1.46% 8
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 $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Asset Management's DTEC Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2022, closing a stake of 1,104 shares — an estimated $64.8K sold.

Financial Gravity Asset Management first reported a position in DTEC in Q2 2021 and held it in 3 quarters. The position peaked at $64.8K in Q4 2021. 46 funds tracked by Wall St. Rank hold DTEC as of Q1 2022.

  • Financial Gravity Asset Management reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,104 ALPS Disruptive Technologies ETF shares in Q1 2022, an estimated $64.8K.
  • Financial Gravity Asset Management first reported a position in ALPS Disruptive Technologies ETF in Q2 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's ALPS Disruptive Technologies ETF position peaked at $64.8K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.