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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Atria Investments's SDOG Position: Q2 2023 in Review

Atria Investments sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 23,899 shares — an estimated $1.22M sold.

Atria Investments first reported a position in SDOG in Q1 2016 and held it in 8 quarters. The position peaked at $2.7M in Q1 2017. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Atria Investments reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Atria Investments sold 23,899 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $1.22M.
Atria Investments first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2016 and held it in 8 quarters.
Atria Investments's ALPS Sector Dividend Dogs ETF position peaked at $2.7M in Q1 2017.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.