IHT Wealth Management
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IHT Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-400
Closed -$10K – 658
2018
Q1 		$10K Buy
+400
New +$10.6K ﹤0.01% 1182

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carroll Financial Associates
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IHT Wealth Management's DTEC Position: Q2 2018 in Review

IHT Wealth Management sold out of ALPS Disruptive Technologies ETF (DTEC) in Q2 2018, closing a stake of 400 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in DTEC in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 15 funds tracked by Wall St. Rank hold DTEC as of Q2 2018.

  • IHT Wealth Management reported no remaining ALPS Disruptive Technologies ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 400 ALPS Disruptive Technologies ETF shares in Q2 2018, an estimated $10K.
  • IHT Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q1 2018 and held it in 1 quarter.
  • IHT Wealth Management's ALPS Disruptive Technologies ETF position peaked at $10K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.