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Accurate Investment Solutions’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Accurate Investment Solutions’s Portfolio SDOG Stock Details SDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,500
Closed -$110K – 311
2020
Q1 		$110K Sell
3,500
-504
-13% -$21K 0.09% 140
2019
Q4 		$188K Sell
4,004
-44,378
-92% -$2M 0.12% 81
2019
Q3 		$2.12M Sell
48,382
-485
-1% -$20.9K 1.55% 27
2019
Q2 		$2.13M Sell
48,867
-12
-0% -$518 1.62% 25
2019
Q1 		$2.1M Buy
48,879
+23,012
+89% +$975K 1.65% 26
2018
Q4 		$1.01M Sell
25,867
-22,727
-47% -$984K 0.92% 28
2018
Q3 		$2.23M Buy
48,594
+282
+0.6% +$12.9K 1.54% 27
2018
Q2 		$2.15M Buy
48,312
+8,319
+21% +$370K 1.58% 25
2018
Q1 		$1.75M Buy
39,993
+1,668
+4% +$76.8K 1.32% 31
2017
Q4 		$1.75M Buy
38,325
+1,667
+5% +$74.8K 1.29% 31
2017
Q3 		$1.61M Buy
36,658
+246
+0.7% +$10.6K 1.22% 32
2017
Q2 		$1.55M Buy
36,412
+544
+2% +$23.2K 1.28% 31
2017
Q1 		$1.54M Buy
35,868
+4,254
+13% +$183K 1.25% 28
2016
Q4 		$1.33M Buy
+31,614
New +$1.31M 1.19% 31

Other funds holding SDOG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Accurate Investment Solutions's SDOG Position: Q2 2020 in Review

Accurate Investment Solutions sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2020, closing a stake of 3,500 shares — an estimated $110K sold.

Accurate Investment Solutions first reported a position in SDOG in Q4 2016 and held it in 14 quarters. The position peaked at $2.23M in Q3 2018. 110 funds tracked by Wall St. Rank hold SDOG as of Q2 2020.

  • Accurate Investment Solutions reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 3,500 ALPS Sector Dividend Dogs ETF shares in Q2 2020, an estimated $110K.
  • Accurate Investment Solutions first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 14 quarters.
  • Accurate Investment Solutions's ALPS Sector Dividend Dogs ETF position peaked at $2.23M in Q3 2018.
  • 110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.