Plante Moran Financial Advisors’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Plante Moran Financial Advisors’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
2022 Q4	–	Sell	-112	Closed	-$4K	–	889
2022 Q3	$4K	Buy	112 +75	+203%	+$2.65K	﹤0.01%	723
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	896
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	739
2021 Q4	$2K	Hold	37	–	–	﹤0.01%	909
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	861
2021 Q2	$2K	Buy	+37	New	+$1.72K	﹤0.01%	875

Other funds holding DTEC

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Plante Moran Financial Advisors's DTEC Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2022, closing a stake of 112 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in DTEC in Q2 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 40 funds tracked by Wall St. Rank hold DTEC as of Q4 2022.

Plante Moran Financial Advisors reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 112 ALPS Disruptive Technologies ETF shares in Q4 2022, an estimated $4K.
Plante Moran Financial Advisors first reported a position in ALPS Disruptive Technologies ETF in Q2 2021 and held it in 6 quarters.
Plante Moran Financial Advisors's ALPS Disruptive Technologies ETF position peaked at $4K in Q3 2022.
40 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.