DTEC β€” ALPS ETF TR

Ownership history in Sincerus Advisory, LLC  Β·  5 quarters on record

AI Ownership Summary

Sincerus Advisory, LLC reported ALPS ETF TR (DTEC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows DTEC at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sincerus Advisory, LLC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DTEC was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sincerus Advisory, LLC held DTEC β€” position size vs. price
% of Fund (quarterly)    DTEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,213 +11 +0.2% 0.28% $350K 2026-02-14 (Est.) $45.74
2025 Q3 UNCHANGED 7,202 β€” 0% 0.32% $368K 2025-10-08 $52.33
2025 Q2 REDUCED 7,202 -37 -0.5% 0.34% $363K 2025-07-29 $50.02
2025 Q1 UNCHANGED 7,239 β€” 0% 0.33% $315K 2025-04-21 $40.58
2024 Q4 INITIATED 7,239 β€” β€” 0.35% $328K 2025-02-05 $48.61

FAQ About Sincerus Advisory, LLC and DTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sincerus Advisory, LLC reported owning DTEC?

Sincerus Advisory, LLC reported DTEC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DTEC position in Sincerus Advisory, LLC's portfolio?

The largest reported portfolio weight for DTEC was 0.35% in 2024 Q4.

What is the latest reported DTEC position on this page?

The most recent filing on this page is 2025 Q4, when Sincerus Advisory, LLC reported 7,213 shares, equal to 0.28% of portfolio, with an estimated market value of $350K.

What does the chart on this DTEC ownership page compare?

The chart compares Sincerus Advisory, LLC's quarterly DTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Sincerus Advisory, LLC Holdings