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

Levy Wealth Management 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
2022
Q1 		– Sell
-4,610
Closed -$223K – 77
2021
Q4 		$223K Buy
4,610
+5
+0.1% +$248 0.1% 71
2021
Q3 		$223K Hold
4,605
– – 0.12% 62
2021
Q2 		$224K Buy
+4,605
New +$214K 0.13% 62

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Levy Wealth Management Group's DTEC Position: Q1 2022 in Review

Levy Wealth Management Group sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2022, closing a stake of 4,610 shares — an estimated $223K sold.

Levy Wealth Management Group first reported a position in DTEC in Q2 2021 and held it in 3 quarters. The position peaked at $224K in Q2 2021. 46 funds tracked by Wall St. Rank hold DTEC as of Q1 2022.

  • Levy Wealth Management Group reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2022 after selling out during the quarter.
  • Levy Wealth Management Group sold 4,610 ALPS Disruptive Technologies ETF shares in Q1 2022, an estimated $223K.
  • Levy Wealth Management Group first reported a position in ALPS Disruptive Technologies ETF in Q2 2021 and held it in 3 quarters.
  • Levy Wealth Management Group's ALPS Disruptive Technologies ETF position peaked at $224K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2022.

Based on Levy Wealth Management Group's 13F filing for Q1 2022, filed 5 May 2022.