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

Institutional & Family Asset 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	-1,388	Closed	-$65K	–	898
2019 Q4	$65K	Buy	1,388 +13	+0.9%	+$586	0.01%	295
2019 Q3	$60K	Buy	1,375 +12	+0.9%	+$518	0.01%	277
2019 Q2	$59K	Sell	1,363 -3,978	-74%	-$172K	0.01%	294
2019 Q1	$229K	Buy	5,341 +95	+2%	+$4.02K	0.05%	168
2018 Q4	$205K	Buy	5,246 +1,215	+30%	+$52.6K	0.05%	163
2018 Q3	$185K	Sell	4,031 -253	-6%	-$11.6K	0.04%	194
2018 Q2	$191K	Buy	4,284 +628	+17%	+$27.9K	0.04%	186
2018 Q1	$160K	Sell	3,656 -1,633	-31%	-$75.2K	0.03%	189
2017 Q4	$242K	Buy	5,289 +415	+9%	+$18.6K	0.05%	154
2017 Q3	$215K	Buy	+4,874	New	+$210K	0.04%	166
2017 Q2	–	Sell	-4,935	Closed	-$212K	–	130
2017 Q1	$212K	Sell	4,935 -19,471	-80%	-$839K	0.07%	118
2016 Q4	$1.03M	Buy	+24,406	New	+$1.01M	0.32%	69

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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 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

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

Institutional & Family Asset Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 1,388 shares — an estimated $65K sold.

Institutional & Family Asset Management first reported a position in SDOG in Q4 2016 and held it in 12 quarters. The position peaked at $1.03M in Q4 2016. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

Institutional & Family Asset Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 1,388 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $65K.
Institutional & Family Asset Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 12 quarters.
Institutional & Family Asset Management's ALPS Sector Dividend Dogs ETF position peaked at $1.03M in Q4 2016.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

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