Baystate Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Baystate 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
2023 Q2	–	Sell	-283	Closed	-$14.5K	–	1086
2023 Q1	$14.5K	Buy	283 +3	+1%	+$158	﹤0.01%	500
2022 Q4	$14K	Buy	280 +2	+0.7%	+$101	﹤0.01%	517
2022 Q3	$13K	Buy	278 +3	+1%	+$152	﹤0.01%	498
2022 Q2	$14K	Buy	275 +3	+1%	+$163	﹤0.01%	508
2022 Q1	$15K	Buy	272 +2	+0.7%	+$109	﹤0.01%	508
2021 Q4	$14K	Buy	270 +3	+1%	+$158	﹤0.01%	516
2021 Q3	$14K	Buy	+267	New	+$14K	﹤0.01%	483
2020 Q3	–	Sell	-227	Closed	-$8K	–	730
2020 Q2	$8K	Buy	+227	New	+$7.95K	﹤0.01%	412
2018 Q4	–	Sell	-1,033	Closed	-$47K	–	716
2018 Q3	$47K	Buy	+1,033	New	+$47.3K	0.01%	207

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

Baystate Wealth Management's SDOG Position: Q2 2023 in Review

Baystate Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 283 shares — an estimated $14.5K sold.

Baystate Wealth Management first reported a position in SDOG in Q3 2018 and held it in 9 quarters. The position peaked at $47K in Q3 2018. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Baystate Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 283 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $14.5K.
Baystate Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2018 and held it in 9 quarters.
Baystate Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $47K in Q3 2018.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.