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

Capital Asset 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
2021
Q1 		– Sell
-30
Closed -$1K – 1343
2020
Q4 		$1K Buy
+30
New +$1.26K ﹤0.01% 1550

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UCFA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
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

Capital Asset Advisory Services's SDOG Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in SDOG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 126 funds tracked by Wall St. Rank hold SDOG as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 30 ALPS Sector Dividend Dogs ETF shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $1K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.