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Money Concepts Capital’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-54
Closed -$1.79K – 1109
2022
Q4 		$1.79K Buy
+54
New +$1.8K ﹤0.01% 2721
2022
Q2 		– Sell
-54
Closed -$2K – 1729
2022
Q1 		$2K Buy
+54
New +$2.29K ﹤0.01% 2436

Other funds holding DTEC

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Money Concepts Capital's DTEC Position: Q1 2023 in Review

Money Concepts Capital sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2023, closing a stake of 54 shares — an estimated $1.79K sold.

Money Concepts Capital first reported a position in DTEC in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 41 funds tracked by Wall St. Rank hold DTEC as of Q1 2023.

  • Money Concepts Capital reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 54 ALPS Disruptive Technologies ETF shares in Q1 2023, an estimated $1.79K.
  • Money Concepts Capital first reported a position in ALPS Disruptive Technologies ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's ALPS Disruptive Technologies ETF position peaked at $2K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.