Avantax Advisory Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Avantax Advisory Services’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	-4,107	Closed	-$210K	–	1567
2023 Q1	$210K	Buy	+4,107	New	+$216K	﹤0.01%	1349

Other funds holding SDOG

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 Waltham, Massachusetts $71.6B AUM 21.08% 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

DSCM

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

RJA

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

Avantax Advisory Services's SDOG Position: Q2 2023 in Review

Avantax Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 4,107 shares — an estimated $210K sold.

Avantax Advisory Services first reported a position in SDOG in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Avantax Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 4,107 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $210K.
Avantax Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2023 and held it in 1 quarter.
Avantax Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $210K in Q1 2023.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.