Personal CFO Solutions’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Personal CFO Solutions’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
2024 Q4	–	Sell	-5,151	Closed	-$228K	–	496
2024 Q3	$228K	Hold	5,151	–	–	0.03%	499
2024 Q2	$212K	Sell	5,151 -34	-0.7%	-$1.4K	0.03%	489
2024 Q1	$219K	Sell	5,185 -50	-1%	-$2.06K	0.03%	500
2023 Q4	$217K	Buy	+5,235	New	+$193K	0.04%	468
2022 Q2	–	Sell	-5,075	Closed	-$217K	–	451
2022 Q1	$217K	Sell	5,075 -175	-3%	-$7.41K	0.04%	423
2021 Q4	$254K	Buy	5,250 +380	+8%	+$18.8K	0.05%	375
2021 Q3	$236K	Sell	4,870 -111	-2%	-$5.52K	0.05%	381
2021 Q2	$242K	Buy	4,981 +3	+0.1%	+$139	0.05%	359
2021 Q1	$224K	Buy	4,978 +118	+2%	+$5.55K	0.05%	353
2020 Q4	$225K	Buy	+4,860	New	+$204K	0.06%	327

Other funds holding DTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's DTEC Position: Q4 2024 in Review

Personal CFO Solutions sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2024, closing a stake of 5,151 shares — an estimated $228K sold.

Personal CFO Solutions first reported a position in DTEC in Q4 2020 and held it in 10 quarters. The position peaked at $254K in Q4 2021. 46 funds tracked by Wall St. Rank hold DTEC as of Q4 2024.

Personal CFO Solutions reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 5,151 ALPS Disruptive Technologies ETF shares in Q4 2024, an estimated $228K.
Personal CFO Solutions first reported a position in ALPS Disruptive Technologies ETF in Q4 2020 and held it in 10 quarters.
Personal CFO Solutions's ALPS Disruptive Technologies ETF position peaked at $254K in Q4 2021.
46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.