Rossmore Private Capital
DTEC icon

Rossmore Private Capital’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Rossmore Private 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
2026
Q3 		$299K Sell
5,886
-600
-9% -$30.5K 0.02% 267
2026
Q2 		$312K Sell
6,486
-1,060
-14% -$49.6K 0.03% 261
2026
Q1 		$327K Hold
7,546
– – 0.03% 242
2025
Q4 		$367K Buy
7,546
+2,113
+39% +$106K 0.03% 229
2025
Q3 		$278K Sell
5,433
-2,250
-29% -$112K 0.03% 233
2025
Q2 		$379K Sell
7,683
-28
-0.4% -$1.27K 0.04% 204
2025
Q1 		$335K Sell
7,711
-900
-10% -$41.7K 0.04% 206
2024
Q4 		$390K Sell
8,611
-2,500
-23% -$113K 0.05% 186
2024
Q3 		$492K Hold
11,111
– – 0.06% 170
2024
Q2 		$458K Hold
11,111
– – 0.06% 172
2024
Q1 		$469K Buy
11,111
+1,060
+11% +$43.7K 0.06% 171
2023
Q4 		$416K Sell
10,051
-95
-0.9% -$3.5K 0.06% 174
2023
Q3 		$359K Hold
10,146
– – 0.05% 178
2023
Q2 		$399K Sell
10,146
-859
-8% -$32K 0.06% 169
2023
Q1 		$409K Sell
11,005
-455
-4% -$16.4K 0.06% 166
2022
Q4 		$364K Sell
11,460
-1,410
-11% -$47K 0.06% 173
2022
Q3 		$405K Buy
12,870
+3,000
+30% +$106K 0.07% 163
2022
Q2 		$328K Buy
9,870
+1,300
+15% +$47.6K 0.06% 178
2022
Q1 		$366K Hold
8,570
– – 0.06% 174
2021
Q4 		$415K Buy
8,570
+1,500
+21% +$74.3K 0.06% 173
2021
Q3 		$343K Buy
7,070
+100
+1% +$4.97K 0.06% 178
2021
Q2 		$339K Buy
+6,970
New +$324K 0.06% 177

Other funds holding DTEC

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Heritage Wealth Management (Ohio)
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Rossmore Private Capital's DTEC Position: Q3 2026 in Review

Rossmore Private Capital reduced its ALPS Disruptive Technologies ETF (DTEC) stake by 9.3% in Q3 2026, selling an estimated $30.5K and leaving 5,886 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #267.

Rossmore Private Capital first reported a position in DTEC in Q2 2021 and has held it in 22 quarters since. The position peaked at $492K in Q3 2024. 23 funds tracked by Wall St. Rank hold DTEC as of Q3 2026.

  • Rossmore Private Capital held 5,886 shares of ALPS Disruptive Technologies ETF worth $299K as of Q3 2026.
  • Rossmore Private Capital sold 600 ALPS Disruptive Technologies ETF shares in Q3 2026, an estimated $30.5K.
  • ALPS Disruptive Technologies ETF made up 0.02% of Rossmore Private Capital's portfolio in Q3 2026, its #267 holding.
  • Rossmore Private Capital first reported a position in ALPS Disruptive Technologies ETF in Q2 2021 and has held it in 22 quarters since.
  • Rossmore Private Capital's ALPS Disruptive Technologies ETF position peaked at $492K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.