Bessemer Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Bessemer Group’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 Q3	–	Sell	-1,500	Closed	-$75K	–	2321
2023 Q2	$75K	Buy	+1,500	New	+$74.7K	﹤0.01%	1295
2021 Q3	–	Sell	-13,004	Closed	-$689K	–	1749
2021 Q2	$689K	Buy	+13,004	New	+$699K	﹤0.01%	497

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

Bessemer Group's SDOG Position: Q3 2023 in Review

Bessemer Group sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 1,500 shares — an estimated $75K sold.

Bessemer Group first reported a position in SDOG in Q2 2021 and held it in 2 quarters. The position peaked at $689K in Q2 2021. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Bessemer Group reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Bessemer Group sold 1,500 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $75K.
Bessemer Group first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2021 and held it in 2 quarters.
Bessemer Group's ALPS Sector Dividend Dogs ETF position peaked at $689K in Q2 2021.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Bessemer Group's 13F filing for Q3 2023, filed 13 Nov 2023.