Laurel Wealth Advisors (California)’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.87M	Buy	36,422 +67	+0.2%	+$3.38K	0.18%	124
2022 Q3	$1.64M	Hold	36,355	–	–	0.18%	129
2022 Q2	$1.82M	Sell	36,355 -455	-1%	-$24.7K	0.19%	118
2022 Q1	$2.03M	Buy	36,810 +100	+0.3%	+$5.47K	0.17%	131
2021 Q4	$1.97M	Hold	36,710	–	–	0.15%	138
2021 Q3	$1.88M	Hold	36,710	–	–	0.34%	58
2021 Q2	$1.94M	Buy	36,710 +1,031	+3%	+$55.4K	0.25%	98
2021 Q1	$1.84M	Sell	35,679 -1,744	-5%	-$84.3K	0.28%	88
2020 Q4	$1.67M	Sell	37,423 -357	-0.9%	-$15K	0.25%	95
2020 Q3	$1.43M	Buy	37,780 +540	+1%	+$20.6K	0.24%	99
2020 Q2	$1.35M	Sell	37,240 -4,092	-10%	-$143K	0.25%	104
2020 Q1	$1.29M	Sell	41,332 -8,219	-17%	-$342K	0.3%	85
2019 Q4	$2.32M	Sell	49,551 -22,084	-31%	-$996K	0.39%	61
2019 Q3	$3.14M	Buy	71,635 +15,336	+27%	+$662K	0.54%	43
2019 Q2	$2.45M	Sell	56,299 -5,619	-9%	-$242K	0.54%	47
2019 Q1	$2.66M	Sell	61,918 -1,461	-2%	-$61.9K	0.65%	35
2018 Q4	$2.48M	Sell	63,379 -3,175	-5%	-$137K	0.73%	30
2018 Q3	$3.05M	Sell	66,554 -6,851	-9%	-$314K	0.75%	28
2018 Q2	$3.27M	Sell	73,405 -1,129	-2%	-$50.2K	0.87%	24
2018 Q1	$3.25M	Sell	74,534 -742	-1%	-$34.2K	1.01%	18
2017 Q4	$3.45M	Buy	75,276 +11	+0%	+$494	0.99%	19
2017 Q3	$3.32M	Sell	75,265 -4,438	-6%	-$191K	1.11%	17
2017 Q2	$3.4M	Buy	79,703 +866	+1%	+$36.9K	1.21%	15
2017 Q1	$3.39M	Buy	78,837 +16,089	+26%	+$694K	1.31%	13
2016 Q4	$2.64M	Sell	62,748 -1,485	-2%	-$61.6K	1.17%	15
2016 Q3	$2.67M	Sell	64,233 -58	-0.1%	-$2.4K	1.26%	15
2016 Q2	$2.56M	Sell	64,291 -169	-0.3%	-$6.66K	1.23%	15
2016 Q1	$2.51M	Sell	64,460 -3,620	-5%	-$129K	1.26%	14
2015 Q4	$2.42M	Buy	+68,080	New	+$2.44M	1.25%	15

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

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

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Laurel Wealth Advisors (California)'s SDOG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 0.18% in Q4 2022, buying an estimated $3.38K and bringing the position to 36,422 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #124.

Laurel Wealth Advisors (California) first reported a position in SDOG in Q4 2015 and has held it in 29 quarters since. The position peaked at $3.45M in Q4 2017. 150 funds tracked by Wall St. Rank hold SDOG as of Q4 2022.

Laurel Wealth Advisors (California) held 36,422 shares of ALPS Sector Dividend Dogs ETF worth $1.87M as of Q4 2022.
Laurel Wealth Advisors (California) bought 67 ALPS Sector Dividend Dogs ETF shares in Q4 2022, an estimated $3.38K.
ALPS Sector Dividend Dogs ETF made up 0.18% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #124 holding.
Laurel Wealth Advisors (California) first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2015 and has held it in 29 quarters since.
Laurel Wealth Advisors (California)'s ALPS Sector Dividend Dogs ETF position peaked at $3.45M in Q4 2017.
150 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.