Institutional & Family Asset Management’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Institutional & Family Asset Management’s Portfolio IDOG Stock Details IDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,359	Closed	-$37K	–	863
2019 Q4	$37K	Buy	1,359 +25	+2%	+$670	0.01%	352
2019 Q3	$35K	Buy	1,334 +8	+0.6%	+$205	0.01%	328
2019 Q2	$34K	Sell	1,326 -3,875	-75%	-$101K	0.01%	353
2019 Q1	$137K	Sell	5,201 -1	-0%	-$26	0.03%	210
2018 Q4	$124K	Buy	5,202 +1,510	+41%	+$38K	0.03%	206
2018 Q3	$99K	Sell	3,692 -165	-4%	-$4.45K	0.02%	265
2018 Q2	$104K	Buy	3,857 +1,329	+53%	+$37.3K	0.02%	254
2018 Q1	$70K	Buy	+2,528	New	+$72.8K	0.01%	292

Other funds holding IDOG

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Institutional & Family Asset Management's IDOG Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q1 2020, closing a stake of 1,359 shares — an estimated $37K sold.

Institutional & Family Asset Management first reported a position in IDOG in Q1 2018 and held it in 8 quarters. The position peaked at $137K in Q1 2019. 40 funds tracked by Wall St. Rank hold IDOG as of Q1 2020.

Institutional & Family Asset Management reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 1,359 ALPS International Sector Dividend Dogs ETF shares in Q1 2020, an estimated $37K.
Institutional & Family Asset Management first reported a position in ALPS International Sector Dividend Dogs ETF in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's ALPS International Sector Dividend Dogs ETF position peaked at $137K in Q1 2019.
40 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.