Capital Advisory Group Advisory Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-3,520	Closed	-$165K	–	473
2019 Q4	$165K	Hold	3,520	–	–	0.09%	110
2019 Q3	$154K	Hold	3,520	–	–	0.1%	86
2019 Q2	$154K	Hold	3,520	–	–	0.1%	92
2019 Q1	$151K	Hold	3,520	–	–	0.11%	88
2018 Q4	$138K	Hold	3,520	–	–	0.11%	91
2018 Q3	$161K	Hold	3,520	–	–	0.11%	91
2018 Q2	$157K	Hold	3,520	–	–	0.11%	84
2018 Q1	$154K	Buy	+3,520	New	+$162K	0.11%	84

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Capital Advisory Group Advisory Services's SDOG Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 3,520 shares — an estimated $165K sold.

Capital Advisory Group Advisory Services first reported a position in SDOG in Q1 2018 and held it in 8 quarters. The position peaked at $165K in Q4 2019. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

Capital Advisory Group Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,520 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $165K.
Capital Advisory Group Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 8 quarters.
Capital Advisory Group Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $165K in Q4 2019.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.