Lodestone Wealth Management
DTEC icon

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
Q3 		$18.5K Hold
365
– – 0.01% 447
2026
Q2 		$17.6K Sell
365
-157
-30% -$7.34K 0.01% 439
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lodestone Wealth Management's DTEC Position: Q3 2026 in Review

Lodestone Wealth Management held its ALPS Disruptive Technologies ETF (DTEC) position steady in Q3 2026 at 365 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #447.

Lodestone Wealth Management first reported a position in DTEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.4K in Q4 2025. 6 funds tracked by Wall St. Rank hold DTEC as of Q3 2026.

  • Lodestone Wealth Management held 365 shares of ALPS Disruptive Technologies ETF worth $18.5K as of Q3 2026.
  • Lodestone Wealth Management left its ALPS Disruptive Technologies ETF share count unchanged in Q3 2026.
  • ALPS Disruptive Technologies ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #447 holding.
  • Lodestone Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's ALPS Disruptive Technologies ETF position peaked at $25.4K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.