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Asset Planning Services (Pennsylvania)’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Asset Planning Services (Pennsylvania)’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
2018
Q4 		– Sell
-38
Closed -$2K – 277
2018
Q3 		$2K Buy
+38
New +$1.74K ﹤0.01% 249

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SDOG Position: Q4 2018 in Review

Asset Planning Services (Pennsylvania) sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2018, closing a stake of 38 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in SDOG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 158 funds tracked by Wall St. Rank hold SDOG as of Q4 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 38 ALPS Sector Dividend Dogs ETF shares in Q4 2018, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2018 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s ALPS Sector Dividend Dogs ETF position peaked at $2K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2018, filed 14 Feb 2019.