Financial Advocates Investment Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Financial Advocates Investment 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
2021 Q2	–	Sell	-5,047	Closed	-$260K	–	826
2021 Q1	$260K	Sell	5,047 -159	-3%	-$7.68K	0.02%	650
2020 Q4	$232K	Buy	+5,206	New	+$219K	0.02%	639
2020 Q1	–	Sell	-5,237	Closed	-$245K	–	537
2019 Q4	$245K	Buy	5,237 +42	+0.8%	+$1.9K	0.03%	444
2019 Q3	$228K	Buy	5,195 +41	+0.8%	+$1.77K	0.03%	438
2019 Q2	$224K	Buy	5,154 +41	+0.8%	+$1.77K	0.03%	427
2019 Q1	$219K	Buy	+5,113	New	+$217K	0.03%	421
2018 Q4	–	Sell	-5,398	Closed	-$248K	–	498
2018 Q3	$248K	Buy	5,398 +74	+1%	+$3.39K	0.03%	434
2018 Q2	$236K	Buy	5,324 +18	+0.3%	+$800	0.03%	428
2018 Q1	$232K	Sell	5,306 -209	-4%	-$9.62K	0.03%	424
2017 Q4	$252K	Buy	+5,515	New	+$248K	0.03%	399

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

UCFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Financial Advocates Investment Management's SDOG Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2021, closing a stake of 5,047 shares — an estimated $260K sold.

Financial Advocates Investment Management first reported a position in SDOG in Q4 2017 and held it in 10 quarters. The position peaked at $260K in Q1 2021. 131 funds tracked by Wall St. Rank hold SDOG as of Q2 2021.

Financial Advocates Investment Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 5,047 ALPS Sector Dividend Dogs ETF shares in Q2 2021, an estimated $260K.
Financial Advocates Investment Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and held it in 10 quarters.
Financial Advocates Investment Management's ALPS Sector Dividend Dogs ETF position peaked at $260K in Q1 2021.
131 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.