Ownership history in Private Advisor Group, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in ALPS ETF TR (DTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Private Advisor Group, LLC underperformed the S&P 500 by β5.5% annually on this DTEC position. Timing score: 70% (7/10 decisions correct). Average cost basis: $46.20. Maximum drawdown during holding period: β35.0%.
β Significantly underperformed the S&P 500 by 5.5% ann.
21 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $41.24 (2023 Q4) Β· Worst: $47.98 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 7 trims. Bought during 1 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size