Advisornet Financial’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Advisornet Financial’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
2023 Q3	–	Sell	-1,000	Closed	-$50K	–	2399
2023 Q2	$50K	Hold	1,000	–	–	﹤0.01%	815
2023 Q1	$51.2K	Hold	1,000	–	–	﹤0.01%	793
2022 Q4	$51.4K	Hold	1,000	–	–	0.01%	784
2022 Q3	$45K	Hold	1,000	–	–	﹤0.01%	878
2022 Q2	$50K	Buy	+1,000	New	+$54.3K	﹤0.01%	867
2022 Q1	–	Sell	-200	Closed	-$11K	–	2183
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	1468
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	1463
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	1392
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	1367
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	1321
2020 Q3	$8K	Sell	200 -36	-15%	-$1.37K	﹤0.01%	1340
2020 Q2	$9K	Sell	236 -200	-46%	-$7K	﹤0.01%	1336
2020 Q1	$14K	Sell	436 -49	-10%	-$2.04K	﹤0.01%	1177
2019 Q4	$23K	Sell	485 -165	-25%	-$7.44K	﹤0.01%	1150
2019 Q3	$29K	Buy	650 +250	+63%	+$10.8K	﹤0.01%	1089
2019 Q2	$17K	Sell	400 -4,118	-91%	-$178K	﹤0.01%	1098
2019 Q1	$194K	Sell	4,518 -62,405	-93%	-$2.64M	0.02%	432
2018 Q4	$2.62M	Buy	66,923 +5,936	+10%	+$257K	0.36%	58
2018 Q3	$2.8M	Buy	60,987 +444	+0.7%	+$20.3K	0.35%	58
2018 Q2	$2.69M	Sell	60,543 -3,058	-5%	-$136K	0.36%	54
2018 Q1	$2.78M	Buy	63,601 +2,173	+4%	+$100K	0.38%	53
2017 Q4	$2.81M	Buy	+61,428	New	+$2.76M	0.43%	47

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial's SDOG Position: Q3 2023 in Review

Advisornet Financial sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 1,000 shares — an estimated $50K sold.

Advisornet Financial first reported a position in SDOG in Q4 2017 and held it in 22 quarters. The position peaked at $2.81M in Q4 2017. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Advisornet Financial reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 1,000 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $50K.
Advisornet Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and held it in 22 quarters.
Advisornet Financial's ALPS Sector Dividend Dogs ETF position peaked at $2.81M in Q4 2017.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.