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Gupta Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-58
Closed -$2K – 1314
2015
Q1 		$2K Buy
+58
New +$2.19K ﹤0.01% 1028

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Gupta Wealth Management's SDOG Position: Q2 2015 in Review

Gupta Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2015, closing a stake of 58 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in SDOG in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 63 funds tracked by Wall St. Rank hold SDOG as of Q2 2015.

  • Gupta Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 58 ALPS Sector Dividend Dogs ETF shares in Q2 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $2K in Q1 2015.
  • 63 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.