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

IBEX 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 Q4	–	Sell	-1,095	Closed	-$56K	–	383
2021 Q3	$56K	Buy	+1,095	New	+$57.2K	0.01%	263
2019 Q3	–	Sell	-2,325	Closed	-$101K	–	335
2019 Q2	$101K	Buy	+2,325	New	+$100K	0.03%	167

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

IBEX Wealth Advisors's SDOG Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2021, closing a stake of 1,095 shares — an estimated $56K sold.

IBEX Wealth Advisors first reported a position in SDOG in Q2 2019 and held it in 2 quarters. The position peaked at $101K in Q2 2019. 133 funds tracked by Wall St. Rank hold SDOG as of Q4 2021.

IBEX Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1,095 ALPS Sector Dividend Dogs ETF shares in Q4 2021, an estimated $56K.
IBEX Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $101K in Q2 2019.
133 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.