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

Atlas Capital Advisors’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
2020 Q2	–	Sell	-7,368	Closed	-$231K	–	731
2020 Q1	$231K	Buy	7,368 +3	+0%	+$125	0.07%	248
2019 Q4	$345K	Hold	7,365	–	–	0.09%	246
2019 Q3	$323K	Sell	7,365 -1,000	-12%	-$43.2K	0.1%	253
2019 Q2	$364K	Buy	+8,365	New	+$361K	0.12%	205

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Atlas Capital Advisors's SDOG Position: Q2 2020 in Review

Atlas Capital Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2020, closing a stake of 7,368 shares — an estimated $231K sold.

Atlas Capital Advisors first reported a position in SDOG in Q2 2019 and held it in 4 quarters. The position peaked at $364K in Q2 2019. 110 funds tracked by Wall St. Rank hold SDOG as of Q2 2020.

Atlas Capital Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2020 after selling out during the quarter.
Atlas Capital Advisors sold 7,368 ALPS Sector Dividend Dogs ETF shares in Q2 2020, an estimated $231K.
Atlas Capital Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2019 and held it in 4 quarters.
Atlas Capital Advisors's ALPS Sector Dividend Dogs ETF position peaked at $364K in Q2 2019.
110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.