Glassman Wealth Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Glassman Wealth 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
2018 Q2	–	Sell	-1,043	Closed	-$46K	–	935
2018 Q1	$46K	Sell	1,043 -681	-40%	-$31.4K	0.03%	185
2017 Q4	$79K	Buy	+1,724	New	+$77.4K	0.05%	132

Other funds holding SDOG

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $18.2B AUM 22.02% 1-Year Est. Return

CCP

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

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

Glassman Wealth Services's SDOG Position: Q2 2018 in Review

Glassman Wealth Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2018, closing a stake of 1,043 shares — an estimated $46K sold.

Glassman Wealth Services first reported a position in SDOG in Q4 2017 and held it in 2 quarters. The position peaked at $79K in Q4 2017. 142 funds tracked by Wall St. Rank hold SDOG as of Q2 2018.

Glassman Wealth Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2018 after selling out during the quarter.
Glassman Wealth Services sold 1,043 ALPS Sector Dividend Dogs ETF shares in Q2 2018, an estimated $46K.
Glassman Wealth Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and held it in 2 quarters.
Glassman Wealth Services's ALPS Sector Dividend Dogs ETF position peaked at $79K in Q4 2017.
142 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.