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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital Investment Advisory Services's SDOG Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2024, closing a stake of 947 shares — an estimated $48.5K sold.

Capital Investment Advisory Services first reported a position in SDOG in Q4 2018 and held it in 9 quarters. The position peaked at $50K in Q2 2021. 142 funds tracked by Wall St. Rank hold SDOG as of Q1 2024.

Capital Investment Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 947 ALPS Sector Dividend Dogs ETF shares in Q1 2024, an estimated $48.5K.
Capital Investment Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and held it in 9 quarters.
Capital Investment Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $50K in Q2 2021.
142 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.