SAG
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SageView Advisory Group’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

SageView Advisory Group’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
Q4 		– Sell
-7,494
Closed -$265K – 674
2023
Q3 		$265K Sell
7,494
-10
-0.1% -$380 0.02% 444
2023
Q2 		$295K Hold
7,504
– – 0.02% 449
2023
Q1 		$279K Buy
+7,504
New +$271K 0.02% 398

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

SageView Advisory Group's DTEC Position: Q4 2023 in Review

SageView Advisory Group sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2023, closing a stake of 7,494 shares — an estimated $265K sold.

SageView Advisory Group first reported a position in DTEC in Q1 2023 and held it in 3 quarters. The position peaked at $295K in Q2 2023. 46 funds tracked by Wall St. Rank hold DTEC as of Q4 2023.

  • SageView Advisory Group reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 7,494 ALPS Disruptive Technologies ETF shares in Q4 2023, an estimated $265K.
  • SageView Advisory Group first reported a position in ALPS Disruptive Technologies ETF in Q1 2023 and held it in 3 quarters.
  • SageView Advisory Group's ALPS Disruptive Technologies ETF position peaked at $295K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.