Heritage Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Heritage Wealth Advisors’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
2023 Q3	–	Sell	-481	Closed	-$24K	–	561
2023 Q2	$24K	Hold	481	–	–	﹤0.01%	384
2023 Q1	$24.6K	Hold	481	–	–	﹤0.01%	387
2022 Q4	$24.7K	Hold	481	–	–	﹤0.01%	394
2022 Q3	$21.7K	Hold	481	–	–	﹤0.01%	374
2022 Q2	$24K	Hold	481	–	–	﹤0.01%	405
2022 Q1	$26K	Hold	481	–	–	﹤0.01%	378
2021 Q4	$26K	Sell	481 -767	-61%	-$40.4K	﹤0.01%	388
2021 Q3	$63.8K	Hold	1,248	–	–	﹤0.01%	298
2021 Q2	$66.1K	Hold	1,248	–	–	﹤0.01%	296
2021 Q1	$64.2K	Hold	1,248	–	–	﹤0.01%	307
2020 Q4	$56K	Hold	1,248	–	–	﹤0.01%	311
2020 Q3	$47.2K	Hold	1,248	–	–	0.01%	270
2020 Q2	$45.4K	Hold	1,248	–	–	0.01%	261
2020 Q1	$39.1K	Hold	1,248	–	–	0.01%	267
2019 Q4	$58.4K	Hold	1,248	–	–	0.01%	289
2019 Q3	$54K	Hold	1,248	–	–	0.01%	268
2019 Q2	$54.3K	Hold	1,248	–	–	0.01%	248
2019 Q1	$53.5K	Hold	1,248	–	–	0.01%	220
2018 Q4	$48K	Hold	1,248	–	–	0.01%	197
2018 Q3	$57K	Buy	+1,248	New	+$57.1K	0.01%	189

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

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

RJA

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

Heritage Wealth Advisors's SDOG Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 481 shares — an estimated $24K sold.

Heritage Wealth Advisors first reported a position in SDOG in Q3 2018 and held it in 20 quarters. The position peaked at $66.1K in Q2 2021. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Heritage Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 481 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $24K.
Heritage Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2018 and held it in 20 quarters.
Heritage Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $66.1K in Q2 2021.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.