Beacon Pointe Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$621K	Sell	13,293 -5,149	-28%	-$232K	0.11%	140
2019 Q3	$808K	Sell	18,442 -88	-0.5%	-$3.8K	0.17%	115
2019 Q2	$805K	Buy	18,530 +1,083	+6%	+$46.7K	0.17%	115
2019 Q1	$749K	Sell	17,447 -1,550	-8%	-$65.7K	0.17%	115
2018 Q4	$741K	Buy	+18,997	New	+$822K	0.27%	100

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

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

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

RJA

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

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

Beacon Pointe Wealth Advisors's SDOG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 28% in Q4 2019, selling an estimated $232K and leaving 13,293 shares worth $621K. The position accounts for 0.11% of the portfolio, ranked #140.

Beacon Pointe Wealth Advisors first reported a position in SDOG in Q4 2018 and has held it in 5 quarters since. The position peaked at $808K in Q3 2019. 148 funds tracked by Wall St. Rank hold SDOG as of Q4 2019.

Beacon Pointe Wealth Advisors held 13,293 shares of ALPS Sector Dividend Dogs ETF worth $621K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 5,149 ALPS Sector Dividend Dogs ETF shares in Q4 2019, an estimated $232K.
ALPS Sector Dividend Dogs ETF made up 0.11% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #140 holding.
Beacon Pointe Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $808K in Q3 2019.
148 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.