Farmers & Merchants Investments Inc’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Farmers & Merchants Investments 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 Q4	–	Sell	-735	Closed	-$34.6K	–	1788
2023 Q3	$34.6K	Sell	735 -1,187	-62%	-$59.2K	﹤0.01%	427
2023 Q2	$96K	Buy	+1,922	New	+$95.8K	﹤0.01%	346
2016 Q1	–	Sell	-250	Closed	-$9K	–	764
2015 Q4	$9K	Hold	250	–	–	﹤0.01%	501
2015 Q3	$8K	Sell	250 -250	-50%	-$8.91K	﹤0.01%	522
2015 Q2	$18K	Hold	500	–	–	﹤0.01%	407
2015 Q1	$19K	Hold	500	–	–	﹤0.01%	411
2014 Q4	$19K	Hold	500	–	–	﹤0.01%	401
2014 Q3	$19K	Sell	500 -309	-38%	-$11.6K	﹤0.01%	400
2014 Q2	$30K	Buy	+809	New	+$29.3K	﹤0.01%	343

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 $79.5B AUM 27.1% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Farmers & Merchants Investments Inc's SDOG Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2023, closing a stake of 735 shares — an estimated $34.6K sold.

Farmers & Merchants Investments Inc first reported a position in SDOG in Q2 2014 and held it in 9 quarters. The position peaked at $96K in Q2 2023. 136 funds tracked by Wall St. Rank hold SDOG as of Q4 2023.

Farmers & Merchants Investments Inc reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 735 ALPS Sector Dividend Dogs ETF shares in Q4 2023, an estimated $34.6K.
Farmers & Merchants Investments Inc first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2014 and held it in 9 quarters.
Farmers & Merchants Investments Inc's ALPS Sector Dividend Dogs ETF position peaked at $96K in Q2 2023.
136 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.