Essex Financial Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Essex Financial Services’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	-4,695	Closed	-$240K	–	506
2023 Q1	$240K	Buy	4,695 +254	+6%	+$13.4K	0.03%	428
2022 Q4	$228K	Buy	+4,441	New	+$224K	0.02%	433

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

Essex Financial Services's SDOG Position: Q2 2023 in Review

Essex Financial Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 4,695 shares — an estimated $240K sold.

Essex Financial Services first reported a position in SDOG in Q4 2022 and held it in 2 quarters. The position peaked at $240K in Q1 2023. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Essex Financial Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Essex Financial Services sold 4,695 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $240K.
Essex Financial Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and held it in 2 quarters.
Essex Financial Services's ALPS Sector Dividend Dogs ETF position peaked at $240K in Q1 2023.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.