JWM
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Jackson Wealth Management’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Jackson Wealth 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
2023
Q3 		– Sell
-121,313
Closed -$3.4M – 153
2023
Q2 		$3.4M Buy
+121,313
New +$3.41M 0.5% 45

Other funds holding IDOG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Jackson Wealth Management's IDOG Position: Q3 2023 in Review

Jackson Wealth Management sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q3 2023, closing a stake of 121,313 shares — an estimated $3.4M sold.

Jackson Wealth Management first reported a position in IDOG in Q2 2023 and held it in 1 quarter. The position peaked at $3.4M in Q2 2023. 41 funds tracked by Wall St. Rank hold IDOG as of Q3 2023.

  • Jackson Wealth Management reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 121,313 ALPS International Sector Dividend Dogs ETF shares in Q3 2023, an estimated $3.4M.
  • Jackson Wealth Management first reported a position in ALPS International Sector Dividend Dogs ETF in Q2 2023 and held it in 1 quarter.
  • Jackson Wealth Management's ALPS International Sector Dividend Dogs ETF position peaked at $3.4M in Q2 2023.
  • 41 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.