BWL
IDOG icon

Bogart Wealth LLC’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Bogart Wealth LLC’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-458
Closed -$13K – 705
2021
Q1 		$13K Buy
+458
New +$12.5K ﹤0.01% 380

Other funds holding IDOG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Bogart Wealth LLC's IDOG Position: Q2 2021 in Review

Bogart Wealth LLC sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q2 2021, closing a stake of 458 shares — an estimated $13K sold.

Bogart Wealth LLC first reported a position in IDOG in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 35 funds tracked by Wall St. Rank hold IDOG as of Q2 2021.

  • Bogart Wealth LLC reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q2 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 458 ALPS International Sector Dividend Dogs ETF shares in Q2 2021, an estimated $13K.
  • Bogart Wealth LLC first reported a position in ALPS International Sector Dividend Dogs ETF in Q1 2021 and held it in 1 quarter.
  • Bogart Wealth LLC's ALPS International Sector Dividend Dogs ETF position peaked at $13K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q2 2021.

Based on Bogart Wealth LLC's 13F filing for Q2 2021, filed 6 Aug 2021.