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

Endurance Wealth Management’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	$239K	Hold	4,783	–	–	0.03%	177
2023 Q1	$245K	Hold	4,783	–	–	0.03%	175
2022 Q4	$246K	Hold	4,783	–	–	0.04%	171
2022 Q3	$216K	Hold	4,783	–	–	0.04%	176
2022 Q2	$240K	Hold	4,783	–	–	0.04%	176
2022 Q1	$263K	Hold	4,783	–	–	0.03%	184
2021 Q4	$256K	Hold	4,783	–	–	0.03%	195
2021 Q3	$244K	Hold	4,783	–	–	0.03%	202
2021 Q2	$253K	Hold	4,783	–	–	0.03%	198
2021 Q1	$246K	Sell	4,783 -1,300	-21%	-$62.8K	0.03%	197
2020 Q4	$272K	Sell	6,083 -950	-14%	-$39.9K	0.03%	181
2020 Q3	$266K	Hold	7,033	–	–	0.04%	170
2020 Q2	$256K	Hold	7,033	–	–	0.04%	168
2020 Q1	$220K	Hold	7,033	–	–	0.04%	165
2019 Q4	$329K	Sell	7,033 -354	-5%	-$16K	0.05%	155
2019 Q3	$324K	Hold	7,387	–	–	0.05%	146
2019 Q2	$321K	Hold	7,387	–	–	0.05%	147
2019 Q1	$317K	Hold	7,387	–	–	0.05%	145
2018 Q4	$289K	Sell	7,387 -350	-5%	-$15.1K	0.05%	143
2018 Q3	$355K	Hold	7,737	–	–	0.06%	141
2018 Q2	$344K	Hold	7,737	–	–	0.06%	143
2018 Q1	$338K	Buy	+7,737	New	+$356K	0.06%	143

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Endurance Wealth Management's SDOG Position: Q2 2023 in Review

Endurance Wealth Management held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q2 2023 at 4,783 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #177.

Endurance Wealth Management first reported a position in SDOG in Q1 2018 and has held it in 22 quarters since. The position peaked at $355K in Q3 2018. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Endurance Wealth Management held 4,783 shares of ALPS Sector Dividend Dogs ETF worth $239K as of Q2 2023.
Endurance Wealth Management left its ALPS Sector Dividend Dogs ETF share count unchanged in Q2 2023.
ALPS Sector Dividend Dogs ETF made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #177 holding.
Endurance Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and has held it in 22 quarters since.
Endurance Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $355K in Q3 2018.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.