Creative Planning’s ALPS Emerging Sector Dividend Dogs ETF EDOG Stock Holding History

Creative Planning’s Portfolio EDOG Stock Details EDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-54	Closed	-$1K	–	2373
2017 Q2	$1K	Hold	54	–	–	﹤0.01%	4423
2017 Q1	$1K	Buy	54 +1	+2%	+$23	﹤0.01%	4426
2016 Q4	$1K	Hold	53	–	–	﹤0.01%	4416
2016 Q3	$1K	Buy	+53	New	+$1.2K	﹤0.01%	4367
2015 Q4	–	Sell	-982	Closed	-$20K	–	4437
2015 Q3	$20K	Buy	+982	New	+$21.4K	﹤0.01%	2716

Other funds holding EDOG

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

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's EDOG Position: Q3 2017 in Review

Creative Planning sold out of ALPS Emerging Sector Dividend Dogs ETF (EDOG) in Q3 2017, closing a stake of 54 shares — an estimated $1K sold.

Creative Planning first reported a position in EDOG in Q3 2015 and held it in 5 quarters. The position peaked at $20K in Q3 2015. 15 funds tracked by Wall St. Rank hold EDOG as of Q3 2017.

Creative Planning reported no remaining ALPS Emerging Sector Dividend Dogs ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 54 ALPS Emerging Sector Dividend Dogs ETF shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in ALPS Emerging Sector Dividend Dogs ETF in Q3 2015 and held it in 5 quarters.
Creative Planning's ALPS Emerging Sector Dividend Dogs ETF position peaked at $20K in Q3 2015.
15 funds tracked by Wall St. Rank held ALPS Emerging Sector Dividend Dogs ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.