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

Capital Investment 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
2024 Q1	–	Sell	-947	Closed	-$48.5K	–	1012
2023 Q4	$48.5K	Hold	947	–	–	﹤0.01%	668
2023 Q3	$44.5K	Buy	+947	New	+$47.2K	﹤0.01%	640
2021 Q3	–	Sell	-947	Closed	-$50K	–	808
2021 Q2	$50K	Buy	+947	New	+$50.9K	0.01%	586
2020 Q2	–	Sell	-997	Closed	-$31K	–	609
2020 Q1	$31K	Buy	997 +922	+1,229%	+$38.4K	0.01%	408
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	515
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	1230
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	1243
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	1067
2018 Q4	$3K	Buy	+75	New	+$3.25K	﹤0.01%	1017

Other funds holding SDOG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services

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

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

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

Royal Bank of Canada

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

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return