Tyler-Stone Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-625	Closed	-$25.8K	–	465
2024 Q2	$25.8K	Hold	625	–	–	0.01%	483
2024 Q1	$26.4K	Hold	625	–	–	0.01%	474
2023 Q4	$25.9K	Hold	625	–	–	0.01%	462
2023 Q3	$22K	Hold	625	–	–	0.01%	465
2023 Q2	$25K	Buy	+625	New	+$23.3K	0.01%	446
2022 Q4	$21K	Hold	625	–	–	0.01%	439
2022 Q3	$20K	Hold	625	–	–	0.02%	434
2022 Q2	$21K	Hold	625	–	–	0.01%	439
2022 Q1	$27K	Hold	625	–	–	0.01%	426
2021 Q4	$30K	Buy	+625	New	+$31K	0.02%	435

Other funds holding DTEC

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Tyler-Stone Wealth Management's DTEC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of ALPS Disruptive Technologies ETF (DTEC) in Q3 2024, closing a stake of 625 shares — an estimated $25.8K sold.

Tyler-Stone Wealth Management first reported a position in DTEC in Q4 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 44 funds tracked by Wall St. Rank hold DTEC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining ALPS Disruptive Technologies ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 625 ALPS Disruptive Technologies ETF shares in Q3 2024, an estimated $25.8K.
Tyler-Stone Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's ALPS Disruptive Technologies ETF position peaked at $30K in Q4 2021.
44 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.