Clarus Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Clarus Wealth Advisors’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
2018 Q4	–	Sell	-225	Closed	-$10K	–	714
2018 Q3	$10K	Hold	225	–	–	0.01%	543
2018 Q2	$10K	Buy	+225	New	+$10K	0.01%	528

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

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

RJA

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

BWM

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

UCFA

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

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

Clarus Wealth Advisors's SDOG Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2018, closing a stake of 225 shares — an estimated $10K sold.

Clarus Wealth Advisors first reported a position in SDOG in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 158 funds tracked by Wall St. Rank hold SDOG as of Q4 2018.

Clarus Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 225 ALPS Sector Dividend Dogs ETF shares in Q4 2018, an estimated $10K.
Clarus Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2018 and held it in 2 quarters.
Clarus Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $10K in Q3 2018.
158 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.