Heritage Wealth Management (Ohio)’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Heritage Wealth Management (Ohio)’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	$216K	Hold	5,000	–	–	0.11%	144
2025 Q4	$243K	Hold	5,000	–	–	0.07%	228
2025 Q3	$256K	Hold	5,000	–	–	0.08%	214
2025 Q2	$247K	Hold	5,000	–	–	0.08%	210
2025 Q1	$217K	Hold	5,000	–	–	0.07%	213
2024 Q4	$227K	Hold	5,000	–	–	0.08%	212
2024 Q3	$222K	Hold	5,000	–	–	0.07%	211
2024 Q2	$210K	Buy	+5,000	New	+$206K	0.07%	214

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

Heritage Wealth Management (Ohio)'s DTEC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q1 2026 at 5,000 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #144.

Heritage Wealth Management (Ohio) first reported a position in DTEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $256K in Q3 2025. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2026.

Heritage Wealth Management (Ohio) held 5,000 shares of ALPS Disruptive Technologies ETF worth $216K as of Q1 2026.
Heritage Wealth Management (Ohio) left its ALPS Disruptive Technologies ETF share count unchanged in Q1 2026.
ALPS Disruptive Technologies ETF made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #144 holding.
Heritage Wealth Management (Ohio) first reported a position in ALPS Disruptive Technologies ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s ALPS Disruptive Technologies ETF position peaked at $256K in Q3 2025.
41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.