Stonebridge Financial Planning Group’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-180	Closed	-$7K	–	172
2021 Q4	$7K	Hold	180	–	–	﹤0.01%	353
2021 Q3	$9K	Hold	180	–	–	﹤0.01%	346
2021 Q2	$9K	Hold	180	–	–	﹤0.01%	357
2021 Q1	$8K	Hold	180	–	–	﹤0.01%	364
2020 Q4	$8K	Hold	180	–	–	0.01%	336
2020 Q3	$7K	Hold	180	–	–	0.01%	331
2020 Q2	$6K	Hold	180	–	–	0.01%	342
2020 Q1	$5K	Buy	+180	New	+$5.6K	0.01%	351

Other funds holding DTEC

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

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

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stonebridge Financial Planning Group's DTEC Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of ALPS Disruptive Technologies ETF (DTEC) in Q1 2022, closing a stake of 180 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in DTEC in Q1 2020 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 46 funds tracked by Wall St. Rank hold DTEC as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining ALPS Disruptive Technologies ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 180 ALPS Disruptive Technologies ETF shares in Q1 2022, an estimated $7K.
Stonebridge Financial Planning Group first reported a position in ALPS Disruptive Technologies ETF in Q1 2020 and held it in 8 quarters.
Stonebridge Financial Planning Group's ALPS Disruptive Technologies ETF position peaked at $9K in Q3 2021.
46 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.