Joel Greenblatt’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Joel Greenblatt’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
2023 Q2	–	Sell	-6,976	Closed	-$357K	–	1409
2023 Q1	$357K	Buy	6,976 +2,911	+72%	+$153K	0.01%	1075
2022 Q4	$209K	Buy	+4,065	New	+$205K	0.01%	1124

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

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

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

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

UCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Joel Greenblatt's SDOG Position: Q2 2023 in Review

Joel Greenblatt sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 6,976 shares — an estimated $357K sold.

Joel Greenblatt first reported a position in SDOG in Q4 2022 and held it in 2 quarters. The position peaked at $357K in Q1 2023. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Joel Greenblatt reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Joel Greenblatt sold 6,976 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $357K.
Joel Greenblatt first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and held it in 2 quarters.
Joel Greenblatt's ALPS Sector Dividend Dogs ETF position peaked at $357K in Q1 2023.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Gotham Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.