Golden State Wealth Management’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Golden State Wealth Management’s Portfolio IDOG Stock Details IDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-550	Closed	-$11K	–	521
2020 Q1	$11K	Buy	+550	New	+$13.4K	﹤0.01%	606
2019 Q4	–	Sell	-534	Closed	-$14K	–	460
2019 Q3	$14K	Buy	534 +4	+0.8%	+$102	﹤0.01%	681
2019 Q2	$13K	Buy	530 +9	+2%	+$235	﹤0.01%	696
2019 Q1	$14K	Buy	+521	New	+$13.5K	﹤0.01%	701

Other funds holding IDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Golden State Wealth Management's IDOG Position: Q2 2020 in Review

Golden State Wealth Management sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q2 2020, closing a stake of 550 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in IDOG in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q3 2019. 34 funds tracked by Wall St. Rank hold IDOG as of Q2 2020.

Golden State Wealth Management reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 550 ALPS International Sector Dividend Dogs ETF shares in Q2 2020, an estimated $11K.
Golden State Wealth Management first reported a position in ALPS International Sector Dividend Dogs ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's ALPS International Sector Dividend Dogs ETF position peaked at $14K in Q3 2019.
34 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.