IFWM
SDOG icon

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

Institute for 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
2020
Q1 		– Sell
-1,250
Closed -$59K – 631
2019
Q4 		$59K Buy
+1,250
New +$56.4K 0.01% 506

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Institute for Wealth Management's SDOG Position: Q1 2020 in Review

Institute for Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 1,250 shares — an estimated $59K sold.

Institute for Wealth Management first reported a position in SDOG in Q4 2019 and held it in 1 quarter. The position peaked at $59K in Q4 2019. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

  • Institute for Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,250 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $59K.
  • Institute for Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $59K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.