Financial Architects (New Jersey)’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Financial Architects (New Jersey)’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
2018 Q3	–	Sell	-15	Closed	-$1K	–	1496
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	1282
2018 Q1	$1K	Sell	15 -250	-94%	-$11.5K	﹤0.01%	1358
2017 Q4	$12K	Hold	265	–	–	﹤0.01%	1104
2017 Q3	$12K	Hold	265	–	–	﹤0.01%	1083
2017 Q2	$11K	Buy	265 +15	+6%	+$639	﹤0.01%	1121
2017 Q1	$11K	Hold	250	–	–	﹤0.01%	1118
2016 Q4	$11K	Hold	250	–	–	﹤0.01%	990
2016 Q3	$10K	Hold	250	–	–	﹤0.01%	1006
2016 Q2	$10K	Hold	250	–	–	﹤0.01%	986
2016 Q1	$10K	Buy	+250	New	+$8.88K	﹤0.01%	757
2015 Q3	–	Sell	-250	Closed	-$9K	–	778
2015 Q2	$9K	Hold	250	–	–	﹤0.01%	824
2015 Q1	$9K	Hold	250	–	–	﹤0.01%	753
2014 Q4	$10K	Sell	250 -26	-9%	-$984	﹤0.01%	677
2014 Q3	$10K	Buy	276 +76	+38%	+$2.85K	﹤0.01%	611
2014 Q2	$7K	Buy	+200	New	+$7.24K	﹤0.01%	721

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

RJA

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

UCFA

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Architects (New Jersey)'s SDOG Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2018, closing a stake of 15 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in SDOG in Q2 2014 and held it in 15 quarters. The position peaked at $12K in Q4 2017. 148 funds tracked by Wall St. Rank hold SDOG as of Q3 2018.

Financial Architects (New Jersey) reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 15 ALPS Sector Dividend Dogs ETF shares in Q3 2018, an estimated $1K.
Financial Architects (New Jersey) first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2014 and held it in 15 quarters.
Financial Architects (New Jersey)'s ALPS Sector Dividend Dogs ETF position peaked at $12K in Q4 2017.
148 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.