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

Janiczek 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
2023 Q4	–	Sell	-409	Closed	-$14.5K	–	1142
2023 Q3	$14.5K	Hold	409	–	–	﹤0.01%	564
2023 Q2	$16.1K	Hold	409	–	–	﹤0.01%	488
2023 Q1	$15K	Hold	409	–	–	﹤0.01%	499
2022 Q4	$14.4K	Hold	409	–	–	﹤0.01%	502
2022 Q3	$13K	Hold	409	–	–	﹤0.01%	505
2022 Q2	$15K	Hold	409	–	–	﹤0.01%	506
2022 Q1	$17K	Hold	409	–	–	﹤0.01%	482
2021 Q4	$20K	Buy	409 +1	+0.2%	+$50	0.01%	478
2021 Q3	$20K	Hold	408	–	–	0.01%	458
2021 Q2	$20K	Hold	408	–	–	0.01%	426
2021 Q1	$18K	Buy	408 +108	+36%	+$5.08K	0.01%	420
2020 Q4	$14K	Buy	+300	New	+$12.6K	0.01%	404

Other funds holding DTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Janiczek Wealth Management's DTEC Position: Q4 2023 in Review

Janiczek Wealth Management sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2023, closing a stake of 409 shares — an estimated $14.5K sold.

Janiczek Wealth Management first reported a position in DTEC in Q4 2020 and held it in 12 quarters. The position peaked at $20K in Q4 2021. 46 funds tracked by Wall St. Rank hold DTEC as of Q4 2023.

Janiczek Wealth Management reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 409 ALPS Disruptive Technologies ETF shares in Q4 2023, an estimated $14.5K.
Janiczek Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2020 and held it in 12 quarters.
Janiczek Wealth Management's ALPS Disruptive Technologies ETF position peaked at $20K in Q4 2021.
46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.