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Scissortail Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Scissortail Wealth Management’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
Q1 		– Sell
-5,000
Closed -$206K – 150
2023
Q4 		$206K Buy
+5,000
New +$184K 0.07% 146

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Scissortail Wealth Management's DTEC Position: Q1 2024 in Review

Scissortail Wealth Management sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2024, closing a stake of 5,000 shares — an estimated $206K sold.

Scissortail Wealth Management first reported a position in DTEC in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 45 funds tracked by Wall St. Rank hold DTEC as of Q1 2024.

  • Scissortail Wealth Management reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 5,000 ALPS Disruptive Technologies ETF shares in Q1 2024, an estimated $206K.
  • Scissortail Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2023 and held it in 1 quarter.
  • Scissortail Wealth Management's ALPS Disruptive Technologies ETF position peaked at $206K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.