Altus Wealth Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Altus Wealth Group’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	-5,535	Closed	-$277K	–	141
2023 Q2	$277K	Sell	5,535 -123	-2%	-$6.13K	0.17%	114
2023 Q1	$290K	Hold	5,658	–	–	0.2%	107
2022 Q4	$291K	Sell	5,658 -497	-8%	-$25K	0.22%	104
2022 Q3	$314K	Hold	6,155	–	–	0.31%	77
2022 Q2	$314K	Sell	6,155 -15	-0.2%	-$814	0.31%	77
2022 Q1	$340K	Hold	6,170	–	–	0.28%	76
2021 Q4	$331K	Buy	6,170 +15	+0.2%	+$789	0.27%	81
2021 Q3	$314K	Buy	6,155 +600	+11%	+$31.4K	0.31%	77
2021 Q2	$294K	Sell	5,555 -599	-10%	-$32.2K	0.29%	81
2021 Q1	$333K	Sell	6,154 -375	-6%	-$18.1K	0.33%	71
2020 Q4	$291K	Buy	+6,529	New	+$274K	0.28%	74

Other funds holding SDOG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

DSCM

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

Altus Wealth Group's SDOG Position: Q3 2023 in Review

Altus Wealth Group sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 5,535 shares — an estimated $277K sold.

Altus Wealth Group first reported a position in SDOG in Q4 2020 and held it in 11 quarters. The position peaked at $340K in Q1 2022. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Altus Wealth Group reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Altus Wealth Group sold 5,535 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $277K.
Altus Wealth Group first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2020 and held it in 11 quarters.
Altus Wealth Group's ALPS Sector Dividend Dogs ETF position peaked at $340K in Q1 2022.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.