Acorn Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Acorn Wealth Advisors’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
2021 Q3	–	Sell	-3,961	Closed	-$210K	–	176
2021 Q2	$210K	Sell	3,961 -153	-4%	-$8.22K	0.15%	157
2021 Q1	$212K	Buy	+4,114	New	+$199K	0.15%	153
2020 Q1	–	Sell	-4,352	Closed	-$202K	–	123
2019 Q4	$202K	Buy	+4,352	New	+$196K	0.17%	121
2019 Q3	–	Sell	-6,055	Closed	-$257K	–	126
2019 Q2	$257K	Sell	6,055 -336	-5%	-$14.5K	0.24%	92
2019 Q1	$282K	Sell	6,391 -448	-7%	-$19K	0.25%	83
2018 Q4	$280K	Buy	6,839 +473	+7%	+$20.5K	0.29%	73
2018 Q3	$280K	Sell	6,366 -5,626	-47%	-$258K	0.28%	87
2018 Q2	$531K	Buy	11,992 +88	+0.7%	+$3.91K	0.45%	38
2018 Q1	$529K	Sell	11,904 -513	-4%	-$23.6K	0.46%	39
2017 Q4	$583K	Buy	+12,417	New	+$557K	0.53%	34

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Acorn Wealth Advisors's SDOG Position: Q3 2021 in Review

Acorn Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2021, closing a stake of 3,961 shares — an estimated $210K sold.

Acorn Wealth Advisors first reported a position in SDOG in Q4 2017 and held it in 10 quarters. The position peaked at $583K in Q4 2017. 129 funds tracked by Wall St. Rank hold SDOG as of Q3 2021.

Acorn Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 3,961 ALPS Sector Dividend Dogs ETF shares in Q3 2021, an estimated $210K.
Acorn Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and held it in 10 quarters.
Acorn Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $583K in Q4 2017.
129 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2021.

Based on Acorn Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.