Harvest Investment Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Harvest Investment 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
2020 Q1	–	Sell	-4,421	Closed	-$207K	–	155
2019 Q4	$207K	Sell	4,421 -7,636	-63%	-$344K	0.11%	146
2019 Q3	$520K	Buy	12,057 +708	+6%	+$30.6K	0.26%	70
2019 Q2	$495K	Buy	11,349 +393	+4%	+$16.9K	0.28%	77
2019 Q1	$476K	Buy	10,956 +304	+3%	+$12.9K	0.28%	79
2018 Q4	$446K	Buy	+10,652	New	+$461K	0.41%	54

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

BWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harvest Investment Services's SDOG Position: Q1 2020 in Review

Harvest Investment Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 4,421 shares — an estimated $207K sold.

Harvest Investment Services first reported a position in SDOG in Q4 2018 and held it in 5 quarters. The position peaked at $520K in Q3 2019. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

Harvest Investment Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
Harvest Investment Services sold 4,421 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $207K.
Harvest Investment Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and held it in 5 quarters.
Harvest Investment Services's ALPS Sector Dividend Dogs ETF position peaked at $520K in Q3 2019.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.