Capital Analysts LLC’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-255	Closed	-$13K	–	1069
2022 Q4	$13K	Hold	255	–	–	﹤0.01%	823
2022 Q3	$12K	Hold	255	–	–	﹤0.01%	779
2022 Q2	$13K	Hold	255	–	–	﹤0.01%	766
2022 Q1	$14K	Hold	255	–	–	﹤0.01%	716
2021 Q4	$14K	Buy	+255	New	+$13.4K	﹤0.01%	769

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

UCFA

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Capital Analysts LLC's SDOG Position: Q1 2023 in Review

Capital Analysts LLC sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2023, closing a stake of 255 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in SDOG in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 147 funds tracked by Wall St. Rank hold SDOG as of Q1 2023.

Capital Analysts LLC reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2023 after selling out during the quarter.
Capital Analysts LLC sold 255 ALPS Sector Dividend Dogs ETF shares in Q1 2023, an estimated $13K.
Capital Analysts LLC first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2021 and held it in 5 quarters.
Capital Analysts LLC's ALPS Sector Dividend Dogs ETF position peaked at $14K in Q1 2022.
147 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.