Creative Planning’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Creative Planning’s Portfolio IDOG Stock Details IDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,777	Closed	-$216K	–	3635
2024 Q3	$216K	Sell	6,777 -1,004	-13%	-$30.9K	﹤0.01%	2777
2024 Q2	$231K	Hold	7,781	–	–	﹤0.01%	2573
2024 Q1	$231K	Hold	7,781	–	–	﹤0.01%	2459
2023 Q4	$232K	Sell	7,781 -5,586	-42%	-$156K	﹤0.01%	2297
2023 Q3	$364K	Buy	13,367 +2,268	+20%	+$63.9K	﹤0.01%	1781
2023 Q2	$311K	Sell	11,099 -1,066	-9%	-$29.9K	﹤0.01%	1887
2023 Q1	$337K	Sell	12,165 -11,445	-48%	-$311K	﹤0.01%	1729
2022 Q4	$601K	Buy	+23,610	New	+$571K	﹤0.01%	1326
2016 Q2	–	Sell	-100	Closed	-$2K	–	4424
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	3950
2015 Q4	$2K	Sell	100 -935	-90%	-$22.6K	﹤0.01%	4026
2015 Q3	$24K	Buy	+1,035	New	+$26K	﹤0.01%	2587

Other funds holding IDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

DSCM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's IDOG Position: Q4 2024 in Review

Creative Planning sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q4 2024, closing a stake of 6,777 shares — an estimated $216K sold.

Creative Planning first reported a position in IDOG in Q3 2015 and held it in 11 quarters. The position peaked at $601K in Q4 2022. 63 funds tracked by Wall St. Rank hold IDOG as of Q4 2024.

Creative Planning reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 6,777 ALPS International Sector Dividend Dogs ETF shares in Q4 2024, an estimated $216K.
Creative Planning first reported a position in ALPS International Sector Dividend Dogs ETF in Q3 2015 and held it in 11 quarters.
Creative Planning's ALPS International Sector Dividend Dogs ETF position peaked at $601K in Q4 2022.
63 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.