DB Wealth Management Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

DB Wealth Management Group’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
2023 Q4	$455K	Sell	8,868 -3,000	-25%	-$143K	0.26%	60
2023 Q3	$558K	Sell	11,868 -16,710	-58%	-$834K	0.35%	52
2023 Q2	$1.43M	Sell	28,578 -4,068	-12%	-$203K	0.87%	24
2023 Q1	$1.67M	Sell	32,646 -139	-0.4%	-$7.32K	1.05%	21
2022 Q4	$1.69M	Sell	32,785 -2,815	-8%	-$142K	1.09%	21
2022 Q3	$1.61M	Sell	35,600 -167	-0.5%	-$8.48K	1.15%	25
2022 Q2	$1.79M	Buy	35,767 +1,159	+3%	+$62.9K	1.22%	21
2022 Q1	$1.91M	Buy	34,608 +828	+2%	+$45.3K	1.15%	24
2021 Q4	$1.81M	Sell	33,780 -145	-0.4%	-$7.63K	1.07%	29
2021 Q3	$1.73M	Sell	33,925 -2,684	-7%	-$140K	1.12%	28
2021 Q2	$1.94M	Buy	36,609 +5,216	+17%	+$280K	1.24%	22
2021 Q1	$1.62M	Buy	31,393 +4,694	+18%	+$227K	1.11%	24
2020 Q4	$1.19M	Buy	+26,699	New	+$1.12M	0.88%	33

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

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

DSCM

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

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

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

RJA

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

DB Wealth Management Group's SDOG Position: Q4 2023 in Review

DB Wealth Management Group reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 25% in Q4 2023, selling an estimated $143K and leaving 8,868 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #60.

DB Wealth Management Group first reported a position in SDOG in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.94M in Q2 2021. 136 funds tracked by Wall St. Rank hold SDOG as of Q4 2023.

DB Wealth Management Group held 8,868 shares of ALPS Sector Dividend Dogs ETF worth $455K as of Q4 2023.
DB Wealth Management Group sold 3,000 ALPS Sector Dividend Dogs ETF shares in Q4 2023, an estimated $143K.
ALPS Sector Dividend Dogs ETF made up 0.26% of DB Wealth Management Group's portfolio in Q4 2023, its #60 holding.
DB Wealth Management Group first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's ALPS Sector Dividend Dogs ETF position peaked at $1.94M in Q2 2021.
136 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.