Advisors Capital Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Advisors Capital 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
2022 Q4	–	Sell	-5,300	Closed	-$274K	–	462
2022 Q3	$274K	Hold	5,300	–	–	0.01%	398
2022 Q2	$266K	Sell	5,300 -1,000	-16%	-$54.3K	0.01%	374
2022 Q1	$347K	Buy	+6,300	New	+$344K	0.01%	346

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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

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

RJA

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

Advisors Capital Management's SDOG Position: Q4 2022 in Review

Advisors Capital Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2022, closing a stake of 5,300 shares — an estimated $274K sold.

Advisors Capital Management first reported a position in SDOG in Q1 2022 and held it in 3 quarters. The position peaked at $347K in Q1 2022. 150 funds tracked by Wall St. Rank hold SDOG as of Q4 2022.

Advisors Capital Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2022 after selling out during the quarter.
Advisors Capital Management sold 5,300 ALPS Sector Dividend Dogs ETF shares in Q4 2022, an estimated $274K.
Advisors Capital Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2022 and held it in 3 quarters.
Advisors Capital Management's ALPS Sector Dividend Dogs ETF position peaked at $347K in Q1 2022.
150 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2022.

Based on Advisors Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.