Ellevest Inc’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-418	Closed	-$21.4K	–	1397
2023 Q1	$21.4K	Hold	418	–	–	﹤0.01%	832
2022 Q4	$21.5K	Hold	418	–	–	﹤0.01%	832
2022 Q3	$19K	Hold	418	–	–	﹤0.01%	828
2022 Q2	$21K	Hold	418	–	–	﹤0.01%	747
2022 Q1	$23K	Hold	418	–	–	﹤0.01%	710
2021 Q4	$22K	Hold	418	–	–	﹤0.01%	695
2021 Q3	$21K	Hold	418	–	–	﹤0.01%	659
2021 Q2	$22K	Buy	418 +87	+26%	+$4.67K	﹤0.01%	629
2021 Q1	$17K	Buy	+331	New	+$16K	﹤0.01%	686

Other funds holding SDOG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

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

Ellevest Inc's SDOG Position: Q2 2023 in Review

Ellevest Inc sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 418 shares — an estimated $21.4K sold.

Ellevest Inc first reported a position in SDOG in Q1 2021 and held it in 9 quarters. The position peaked at $23K in Q1 2022. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Ellevest Inc reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 418 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $21.4K.
Ellevest Inc first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2021 and held it in 9 quarters.
Ellevest Inc's ALPS Sector Dividend Dogs ETF position peaked at $23K in Q1 2022.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.