Bartlett & Co Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Bartlett & Co Wealth Management’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
2024 Q3	–	Sell	-100	Closed	-$5.28K	–	1154
2024 Q2	$5.28K	Hold	100	–	–	﹤0.01%	979
2024 Q1	$5.39K	Hold	100	–	–	﹤0.01%	967
2023 Q4	$5.14K	Hold	100	–	–	﹤0.01%	1075
2023 Q3	$4.7K	Hold	100	–	–	﹤0.01%	1000
2023 Q2	$5K	Hold	100	–	–	﹤0.01%	987
2023 Q1	$5.12K	Hold	100	–	–	﹤0.01%	891
2022 Q4	$5.14K	Hold	100	–	–	﹤0.01%	916
2022 Q3	$4.52K	Hold	100	–	–	﹤0.01%	942
2022 Q2	$5.01K	Hold	100	–	–	﹤0.01%	1015
2022 Q1	$5.5K	Buy	+100	New	+$5.47K	﹤0.01%	903
2021 Q4	–	Sell	-100	Closed	-$5.11K	–	790
2021 Q3	$5.11K	Hold	100	–	–	﹤0.01%	763
2021 Q2	$5.29K	Hold	100	–	–	﹤0.01%	751
2021 Q1	$5.15K	Hold	100	–	–	﹤0.01%	789
2020 Q4	$4.46K	Hold	100	–	–	﹤0.01%	808
2020 Q3	$3.78K	Hold	100	–	–	﹤0.01%	750
2020 Q2	$3.63K	Buy	+100	New	+$3.5K	﹤0.01%	755

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

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bartlett & Co Wealth Management's SDOG Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2024, closing a stake of 100 shares — an estimated $5.28K sold.

Bartlett & Co Wealth Management first reported a position in SDOG in Q2 2020 and held it in 16 quarters. The position peaked at $5.5K in Q1 2022. 145 funds tracked by Wall St. Rank hold SDOG as of Q3 2024.

Bartlett & Co Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 100 ALPS Sector Dividend Dogs ETF shares in Q3 2024, an estimated $5.28K.
Bartlett & Co Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2020 and held it in 16 quarters.
Bartlett & Co Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $5.5K in Q1 2022.
145 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.