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

Blue Chip 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
2020 Q3	$691K	Sell	18,273 -373	-2%	-$14.2K	0.54%	45
2020 Q2	$678K	Sell	18,646 -1,937	-9%	-$67.8K	0.64%	44
2020 Q1	$644K	Sell	20,583 -5,066	-20%	-$211K	0.8%	35
2019 Q4	$1.2M	Buy	25,649 +129	+0.5%	+$5.82K	1.11%	25
2019 Q3	$1.12M	Sell	25,520 -153	-0.6%	-$6.61K	1.17%	23
2019 Q2	$1.12M	Sell	25,673 -741	-3%	-$32K	1.18%	27
2019 Q1	$1.13M	Sell	26,414 -1,593	-6%	-$67.5K	1.28%	25
2018 Q4	$1.1M	Buy	28,007 +1,827	+7%	+$79.1K	1.44%	21
2018 Q3	$1.2M	Sell	26,180 -3,432	-12%	-$157K	1.21%	25
2018 Q2	$1.32M	Buy	29,612 +599	+2%	+$26.6K	1.43%	20
2018 Q1	$1.27M	Buy	+29,013	New	+$1.34M	1.3%	20

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Blue Chip Wealth Management's SDOG Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 2% in Q3 2020, selling an estimated $14.2K and leaving 18,273 shares worth $691K. The position accounts for 0.54% of the portfolio, ranked #45.

Blue Chip Wealth Management first reported a position in SDOG in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.32M in Q2 2018. 108 funds tracked by Wall St. Rank hold SDOG as of Q3 2020.

Blue Chip Wealth Management held 18,273 shares of ALPS Sector Dividend Dogs ETF worth $691K as of Q3 2020.
Blue Chip Wealth Management sold 373 ALPS Sector Dividend Dogs ETF shares in Q3 2020, an estimated $14.2K.
ALPS Sector Dividend Dogs ETF made up 0.54% of Blue Chip Wealth Management's portfolio in Q3 2020, its #45 holding.
Blue Chip Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $1.32M in Q2 2018.
108 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.