AIM
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Advantage Investment Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Advantage Investment Management’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
2017
Q4 		– Sell
-100
Closed -$4K – 1066
2017
Q3 		$4K Sell
100
-135
-57% -$5.8K ﹤0.01% 867
2017
Q2 		$10K Sell
235
-27
-10% -$1.15K ﹤0.01% 704
2017
Q1 		$11K Buy
+262
New +$11.3K ﹤0.01% 671

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Advantage Investment Management's SDOG Position: Q4 2017 in Review

Advantage Investment Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in SDOG in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2017. 129 funds tracked by Wall St. Rank hold SDOG as of Q4 2017.

  • Advantage Investment Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 100 ALPS Sector Dividend Dogs ETF shares in Q4 2017, an estimated $4K.
  • Advantage Investment Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2017 and held it in 3 quarters.
  • Advantage Investment Management's ALPS Sector Dividend Dogs ETF position peaked at $11K in Q1 2017.
  • 129 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.