BFP
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Briaud Financial Planning’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-1,000
Closed -$47K – 135
2023
Q3 		$47K Buy
+1,000
New +$49.9K 0.04% 58

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Briaud Financial Planning's SDOG Position: Q4 2023 in Review

Briaud Financial Planning sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2023, closing a stake of 1,000 shares — an estimated $47K sold.

Briaud Financial Planning first reported a position in SDOG in Q3 2023 and held it in 1 quarter. The position peaked at $47K in Q3 2023. 136 funds tracked by Wall St. Rank hold SDOG as of Q4 2023.

  • Briaud Financial Planning reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 1,000 ALPS Sector Dividend Dogs ETF shares in Q4 2023, an estimated $47K.
  • Briaud Financial Planning first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's ALPS Sector Dividend Dogs ETF position peaked at $47K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.