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

Atlas Private Wealth 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
2021 Q4	–	Sell	-565	Closed	-$29K	–	596
2021 Q3	$29K	Hold	565	–	–	0.02%	298
2021 Q2	$30K	Hold	565	–	–	0.02%	296
2021 Q1	$29K	Buy	565 +66	+13%	+$3.19K	0.02%	306
2020 Q4	$22K	Sell	499 -44	-8%	-$1.85K	0.01%	322
2020 Q3	$21K	Sell	543 -7	-1%	-$267	0.02%	302
2020 Q2	$20K	Buy	+550	New	+$19.2K	0.02%	317

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

RJFSA

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

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

Atlas Private Wealth Advisors's SDOG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2021, closing a stake of 565 shares — an estimated $29K sold.

Atlas Private Wealth Advisors first reported a position in SDOG in Q2 2020 and held it in 6 quarters. The position peaked at $30K in Q2 2021. 133 funds tracked by Wall St. Rank hold SDOG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 565 ALPS Sector Dividend Dogs ETF shares in Q4 2021, an estimated $29K.
Atlas Private Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $30K in Q2 2021.
133 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.