AWM
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Activest Wealth Management’s ALPS REIT Dividend Dogs ETF RDOG Stock Holding History

Activest Wealth Management’s Portfolio RDOG Stock Details RDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-72
Closed -$5.32K – 384
2023
Q2 		$5.32K Buy
+72
New +$2.52K ﹤0.01% 213

Other funds holding RDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Activest Wealth Management's RDOG Position: Q3 2023 in Review

Activest Wealth Management sold out of ALPS REIT Dividend Dogs ETF (RDOG) in Q3 2023, closing a stake of 72 shares — an estimated $5.32K sold.

Activest Wealth Management first reported a position in RDOG in Q2 2023 and held it in 1 quarter. The position peaked at $5.32K in Q2 2023. 10 funds tracked by Wall St. Rank hold RDOG as of Q3 2023.

  • Activest Wealth Management reported no remaining ALPS REIT Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 72 ALPS REIT Dividend Dogs ETF shares in Q3 2023, an estimated $5.32K.
  • Activest Wealth Management first reported a position in ALPS REIT Dividend Dogs ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's ALPS REIT Dividend Dogs ETF position peaked at $5.32K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held ALPS REIT Dividend Dogs ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.