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

Lodestone 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
2026
Q1 		$22.6K Hold
522
– – 0.01% 400
2025
Q4 		$25.4K Buy
+522
New +$26.1K 0.01% 374

Other funds holding DTEC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lodestone Wealth Management's DTEC Position: Q1 2026 in Review

Lodestone Wealth Management held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q1 2026 at 522 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #400.

Lodestone Wealth Management first reported a position in DTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.4K in Q4 2025. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2026.

  • Lodestone Wealth Management held 522 shares of ALPS Disruptive Technologies ETF worth $22.6K as of Q1 2026.
  • Lodestone Wealth Management left its ALPS Disruptive Technologies ETF share count unchanged in Q1 2026.
  • ALPS Disruptive Technologies ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q1 2026, its #400 holding.
  • Lodestone Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2025 and has held it in 2 quarters since.
  • Lodestone Wealth Management's ALPS Disruptive Technologies ETF position peaked at $25.4K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.