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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lodestone Wealth Management's DTEC Position: Q2 2026 in Review

Lodestone Wealth Management reduced its ALPS Disruptive Technologies ETF (DTEC) stake by 30% in Q2 2026, selling an estimated $7.34K and leaving 365 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #439.

Lodestone Wealth Management first reported a position in DTEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.4K in Q4 2025. 44 funds tracked by Wall St. Rank hold DTEC as of Q2 2026.

  • Lodestone Wealth Management held 365 shares of ALPS Disruptive Technologies ETF worth $17.6K as of Q2 2026.
  • Lodestone Wealth Management sold 157 ALPS Disruptive Technologies ETF shares in Q2 2026, an estimated $7.34K.
  • ALPS Disruptive Technologies ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Lodestone Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's ALPS Disruptive Technologies ETF position peaked at $25.4K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.