ALPS ETF TR

Ticker: DTEC CUSIP: 00162Q478 Class: DISRUPTIVE TECH

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,000 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 5,000 Value ($000) $256 Avg Close — Range —
Q2 2025
Shares 5,000 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 5,000 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 5,000 Value ($000) $227 Avg Close — Range —
Q3 2024
Shares 5,000 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 5,000 Value ($000) $210 Avg Close — Range —