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Horan Securities’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Horan Securities’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
-327
Closed -$15K – 423
2020
Q4 		$15K Hold
327
– – 0.01% 219
2020
Q3 		$13K Hold
327
– – 0.01% 194
2020
Q2 		$11K Hold
327
– – 0.01% 163
2020
Q1 		$9K Buy
+327
New +$10.2K 0.01% 136

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

Horan Securities's DTEC Position: Q1 2021 in Review

Horan Securities sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2021, closing a stake of 327 shares — an estimated $15K sold.

Horan Securities first reported a position in DTEC in Q1 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 45 funds tracked by Wall St. Rank hold DTEC as of Q1 2021.

  • Horan Securities reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2021 after selling out during the quarter.
  • Horan Securities sold 327 ALPS Disruptive Technologies ETF shares in Q1 2021, an estimated $15K.
  • Horan Securities first reported a position in ALPS Disruptive Technologies ETF in Q1 2020 and held it in 4 quarters.
  • Horan Securities's ALPS Disruptive Technologies ETF position peaked at $15K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2021.

Based on Horan Securities's 13F filing for Q1 2021, filed 14 May 2021.