IHT Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

IHT Wealth Management’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
2018 Q4	–	Sell	-8,585	Closed	-$394K	–	513
2018 Q3	$394K	Buy	8,585 +50	+0.6%	+$2.29K	0.09%	267
2018 Q2	$380K	Sell	8,535 -1,316	-13%	-$58.5K	0.1%	248
2018 Q1	$421K	Buy	9,851 +1,008	+11%	+$46.4K	0.11%	215
2017 Q4	$416K	Buy	8,843 +6,333	+252%	+$284K	0.11%	226
2017 Q3	$111K	Buy	2,510 +396	+19%	+$17K	0.05%	335
2017 Q2	$2K	Buy	2,114 +1,297	+159%	+$55.2K	﹤0.01%	1241
2017 Q1	$35K	Hold	817	–	–	0.02%	514
2016 Q4	$35K	Buy	+817	New	+$33.9K	0.03%	474

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

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

RJA

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

BWM

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

UCFA

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

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

IHT Wealth Management's SDOG Position: Q4 2018 in Review

IHT Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2018, closing a stake of 8,585 shares — an estimated $394K sold.

IHT Wealth Management first reported a position in SDOG in Q4 2016 and held it in 8 quarters. The position peaked at $421K in Q1 2018. 158 funds tracked by Wall St. Rank hold SDOG as of Q4 2018.

IHT Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2018 after selling out during the quarter.
IHT Wealth Management sold 8,585 ALPS Sector Dividend Dogs ETF shares in Q4 2018, an estimated $394K.
IHT Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $421K in Q1 2018.
158 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.