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Kowal Investment Group’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-19
Closed -$1K – 344
2021
Q3 		$1K Buy
+19
New +$945 ﹤0.01% 868

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

Kowal Investment Group's DTEC Position: Q4 2021 in Review

Kowal Investment Group sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2021, closing a stake of 19 shares — an estimated $1K sold.

Kowal Investment Group first reported a position in DTEC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 55 funds tracked by Wall St. Rank hold DTEC as of Q4 2021.

  • Kowal Investment Group reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 19 ALPS Disruptive Technologies ETF shares in Q4 2021, an estimated $1K.
  • Kowal Investment Group first reported a position in ALPS Disruptive Technologies ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's ALPS Disruptive Technologies ETF position peaked at $1K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.