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

Western 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
2026
Q2 		$268K Sell
5,560
-175
-3% -$8.19K 0.01% 863
2026
Q1 		$248K Buy
5,735
+377
+7% +$17.5K 0.01% 858
2025
Q4 		$260K Buy
+5,358
New +$268K 0.01% 705

Other funds holding DTEC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Western Wealth Management's DTEC Position: Q2 2026 in Review

Western Wealth Management reduced its ALPS Disruptive Technologies ETF (DTEC) stake by 3.1% in Q2 2026, selling an estimated $8.19K and leaving 5,560 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #863.

Western Wealth Management first reported a position in DTEC in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold DTEC as of Q2 2026.

  • Western Wealth Management held 5,560 shares of ALPS Disruptive Technologies ETF worth $268K as of Q2 2026.
  • Western Wealth Management sold 175 ALPS Disruptive Technologies ETF shares in Q2 2026, an estimated $8.19K.
  • ALPS Disruptive Technologies ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #863 holding.
  • Western Wealth Management first reported a position in ALPS Disruptive Technologies ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.