GWMIA
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Global Wealth Management Investment Advisory’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-4
Closed – – 750
2018
Q4 		$0 Buy
+4
New +$173 ﹤0.01% 719

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Global Wealth Management Investment Advisory's SDOG Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2019, closing a stake of 4 shares.

Global Wealth Management Investment Advisory first reported a position in SDOG in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 156 funds tracked by Wall St. Rank hold SDOG as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 4 ALPS Sector Dividend Dogs ETF shares in Q1 2019.
  • Global Wealth Management Investment Advisory first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's ALPS Sector Dividend Dogs ETF position peaked at $0 in Q4 2018.
  • 156 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.