Greenwood Capital Associates’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Greenwood Capital Associates’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
2020 Q2	–	Sell	-6,875	Closed	-$215K	–	196
2020 Q1	$215K	Sell	6,875 -20	-0.3%	-$833	0.06%	137
2019 Q4	$323K	Buy	+6,895	New	+$311K	0.07%	146
2015 Q3	–	Sell	-59,028	Closed	-$2.16M	–	192
2015 Q2	$2.16M	Buy	59,028 +11,423	+24%	+$436K	0.65%	68
2015 Q1	$1.76M	Buy	+47,605	New	+$1.8M	0.51%	77

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BWM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Greenwood Capital Associates's SDOG Position: Q2 2020 in Review

Greenwood Capital Associates sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2020, closing a stake of 6,875 shares — an estimated $215K sold.

Greenwood Capital Associates first reported a position in SDOG in Q1 2015 and held it in 4 quarters. The position peaked at $2.16M in Q2 2015. 110 funds tracked by Wall St. Rank hold SDOG as of Q2 2020.

Greenwood Capital Associates reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2020 after selling out during the quarter.
Greenwood Capital Associates sold 6,875 ALPS Sector Dividend Dogs ETF shares in Q2 2020, an estimated $215K.
Greenwood Capital Associates first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2015 and held it in 4 quarters.
Greenwood Capital Associates's ALPS Sector Dividend Dogs ETF position peaked at $2.16M in Q2 2015.
110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2020.

Based on Greenwood Capital Associates's 13F filing for Q2 2020, filed 12 Aug 2020.