Howe & Rusling’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-450	Closed	-$20K	–	887
2022 Q3	$20K	Hold	450	–	–	﹤0.01%	427
2022 Q2	$23K	Hold	450	–	–	﹤0.01%	406
2022 Q1	$25K	Hold	450	–	–	﹤0.01%	390
2021 Q4	$24K	Hold	450	–	–	﹤0.01%	405
2021 Q3	$23K	Hold	450	–	–	﹤0.01%	399
2021 Q2	$24K	Hold	450	–	–	﹤0.01%	377
2021 Q1	$23K	Hold	450	–	–	﹤0.01%	382
2020 Q4	$20K	Buy	+450	New	+$18.9K	﹤0.01%	391
2017 Q3	–	Sell	-539	Closed	-$23K	–	955
2017 Q2	$23K	Buy	539 +5	+0.9%	+$213	﹤0.01%	361
2017 Q1	$23K	Buy	534 +5	+0.9%	+$216	﹤0.01%	349
2016 Q4	$22K	Buy	+529	New	+$22K	﹤0.01%	350

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

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

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Howe & Rusling's SDOG Position: Q4 2022 in Review

Howe & Rusling sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2022, closing a stake of 450 shares — an estimated $20K sold.

Howe & Rusling first reported a position in SDOG in Q4 2016 and held it in 11 quarters. The position peaked at $25K in Q1 2022. 150 funds tracked by Wall St. Rank hold SDOG as of Q4 2022.

Howe & Rusling reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 450 ALPS Sector Dividend Dogs ETF shares in Q4 2022, an estimated $20K.
Howe & Rusling first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 11 quarters.
Howe & Rusling's ALPS Sector Dividend Dogs ETF position peaked at $25K in Q1 2022.
150 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.