Burleson & Co’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Burleson & Co’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
2022 Q4	$55K	Hold	1,069	–	–	0.01%	174
2022 Q3	$48K	Hold	1,069	–	–	0.01%	195
2022 Q2	$54K	Hold	1,069	–	–	0.01%	181
2022 Q1	$59K	Hold	1,069	–	–	0.01%	190
2021 Q4	$57K	Hold	1,069	–	–	0.01%	189
2021 Q3	$55K	Hold	1,069	–	–	0.01%	185
2021 Q2	$57K	Hold	1,069	–	–	0.01%	187
2021 Q1	$55K	Buy	+1,069	New	+$51.7K	0.01%	177
2018 Q4	–	Sell	-5,279	Closed	-$232K	–	106
2018 Q3	$232K	Hold	5,279	–	–	0.13%	94
2018 Q2	$235K	Hold	5,279	–	–	0.14%	99
2018 Q1	$230K	Hold	5,279	–	–	0.15%	94
2017 Q4	$242K	Buy	+5,279	New	+$237K	0.16%	98

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

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

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Burleson & Co's SDOG Position: Q4 2022 in Review

Burleson & Co held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q4 2022 at 1,069 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #174.

Burleson & Co first reported a position in SDOG in Q4 2017 and has held it in 12 quarters since. The position peaked at $242K in Q4 2017. 150 funds tracked by Wall St. Rank hold SDOG as of Q4 2022.

Burleson & Co held 1,069 shares of ALPS Sector Dividend Dogs ETF worth $55K as of Q4 2022.
Burleson & Co left its ALPS Sector Dividend Dogs ETF share count unchanged in Q4 2022.
ALPS Sector Dividend Dogs ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #174 holding.
Burleson & Co first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and has held it in 12 quarters since.
Burleson & Co's ALPS Sector Dividend Dogs ETF position peaked at $242K in Q4 2017.
150 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.