Independent Portfolio Consultants’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$134K	Sell	3,150 -3,180	-50%	-$135K	0.06%	369
2017 Q1	$272K	Sell	6,330 -5,210	-45%	-$225K	0.09%	287
2016 Q4	$485K	Buy	+11,540	New	+$479K	0.16%	217

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWM

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

UCFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCP

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

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

Independent Portfolio Consultants's SDOG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 50% in Q2 2017, selling an estimated $135K and leaving 3,150 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #369.

Independent Portfolio Consultants first reported a position in SDOG in Q4 2016 and has held it in 3 quarters since. The position peaked at $485K in Q4 2016. 118 funds tracked by Wall St. Rank hold SDOG as of Q2 2017.

Independent Portfolio Consultants held 3,150 shares of ALPS Sector Dividend Dogs ETF worth $134K as of Q2 2017.
Independent Portfolio Consultants sold 3,180 ALPS Sector Dividend Dogs ETF shares in Q2 2017, an estimated $135K.
ALPS Sector Dividend Dogs ETF made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #369 holding.
Independent Portfolio Consultants first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and has held it in 3 quarters since.
Independent Portfolio Consultants's ALPS Sector Dividend Dogs ETF position peaked at $485K in Q4 2016.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.