JP Morgan Private Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

JP Morgan Private Wealth Advisors’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	-4,433	Closed	-$208K	–	1528
2019 Q4	$208K	Buy	+4,433	New	+$200K	﹤0.01%	1389
2018 Q2	–	Sell	-8,821	Closed	-$385K	–	1518
2018 Q1	$385K	Buy	+8,821	New	+$406K	﹤0.01%	959
2013 Q3	–	Sell	-12,950	Closed	-$398K	–	661
2013 Q2	$398K	Buy	+12,950	New	+$400K	0.01%	448

Other funds holding SDOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

UCFA

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

RJA

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

JP Morgan Private Wealth Advisors's SDOG Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 4,433 shares — an estimated $208K sold.

JP Morgan Private Wealth Advisors first reported a position in SDOG in Q2 2013 and held it in 3 quarters. The position peaked at $398K in Q2 2013. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,433 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $208K.
JP Morgan Private Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2013 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $398K in Q2 2013.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.