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Impact Partnership Wealth’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-100
Closed -$5.39K – 595
2024
Q1 		$5.39K Hold
100
– – ﹤0.01% 493
2023
Q4 		$5.13K Hold
100
– – ﹤0.01% 572
2023
Q3 		$4.7K Buy
+100
New +$4.99K ﹤0.01% 695

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Impact Partnership Wealth's SDOG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2024, closing a stake of 100 shares — an estimated $5.39K sold.

Impact Partnership Wealth first reported a position in SDOG in Q3 2023 and held it in 3 quarters. The position peaked at $5.39K in Q1 2024. 144 funds tracked by Wall St. Rank hold SDOG as of Q2 2024.

  • Impact Partnership Wealth reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 ALPS Sector Dividend Dogs ETF shares in Q2 2024, an estimated $5.39K.
  • Impact Partnership Wealth first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's ALPS Sector Dividend Dogs ETF position peaked at $5.39K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.