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

HHM 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
2021 Q1	–	Sell	-29	Closed	-$1K	–	608
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	515
2020 Q3	$1K	Buy	29 +1	+4%	+$38	﹤0.01%	489
2020 Q2	$1K	Sell	28 -344	-92%	-$12K	﹤0.01%	474
2020 Q1	$12K	Buy	+372	New	+$15.5K	0.01%	346

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

RJA

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

HHM Wealth Advisors's SDOG Position: Q1 2021 in Review

HHM Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

HHM Wealth Advisors first reported a position in SDOG in Q1 2020 and held it in 4 quarters. The position peaked at $12K in Q1 2020. 126 funds tracked by Wall St. Rank hold SDOG as of Q1 2021.

HHM Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2021 after selling out during the quarter.
HHM Wealth Advisors sold 29 ALPS Sector Dividend Dogs ETF shares in Q1 2021, an estimated $1K.
HHM Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2020 and held it in 4 quarters.
HHM Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $12K in Q1 2020.
126 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2021.

Based on HHM Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.