Wealth Enhancement Advisory Services
DTEC icon

Wealth Enhancement Advisory Services’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-6,505
Closed -$283K – 3414
2025
Q1 		$283K Sell
6,505
-3,786
-37% -$175K ﹤0.01% 2487
2024
Q4 		$466K Buy
+10,291
New +$465K ﹤0.01% 2036

Other funds holding DTEC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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

Wealth Enhancement Advisory Services's DTEC Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of ALPS Disruptive Technologies ETF (DTEC) in Q2 2025, closing a stake of 6,505 shares — an estimated $283K sold.

Wealth Enhancement Advisory Services first reported a position in DTEC in Q4 2024 and held it in 2 quarters. The position peaked at $466K in Q4 2024. 44 funds tracked by Wall St. Rank hold DTEC as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining ALPS Disruptive Technologies ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,505 ALPS Disruptive Technologies ETF shares in Q2 2025, an estimated $283K.
  • Wealth Enhancement Advisory Services first reported a position in ALPS Disruptive Technologies ETF in Q4 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's ALPS Disruptive Technologies ETF position peaked at $466K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.