Atria Investments’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Atria Investments’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 Q2	–	Sell	-23,899	Closed	-$1.22M	–	878
2023 Q1	$1.22M	Sell	23,899 -158	-0.7%	-$8.32K	0.02%	729
2022 Q4	$1.24M	Sell	24,057 -38	-0.2%	-$1.92K	0.03%	677
2022 Q3	$1.09M	Buy	+24,095	New	+$1.22M	0.02%	695
2017 Q2	–	Sell	-62,944	Closed	-$2.7M	–	790
2017 Q1	$2.7M	Buy	62,944 +20,858	+50%	+$899K	0.18%	117
2016 Q4	$1.77M	Buy	42,086 +12,367	+42%	+$513K	0.14%	149
2016 Q3	$1.24M	Buy	29,719 +3,953	+15%	+$164K	0.11%	161
2016 Q2	$1.03M	Buy	25,766 +15,281	+146%	+$602K	0.11%	165
2016 Q1	$408K	Buy	+10,485	New	+$372K	0.05%	300

Other funds holding SDOG

Bank of America

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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