Lee Financial’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Lee Financial’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 Q3	–	Sell	-1,661	Closed	-$83K	–	852
2023 Q2	$83K	Hold	1,661	–	–	0.01%	183
2023 Q1	$85K	Hold	1,661	–	–	0.01%	188
2022 Q4	$85.4K	Hold	1,661	–	–	0.01%	210
2022 Q3	$75K	Hold	1,661	–	–	0.01%	216
2022 Q2	$83K	Hold	1,661	–	–	0.02%	200
2022 Q1	$91K	Hold	1,661	–	–	0.02%	192
2021 Q4	$89K	Hold	1,661	–	–	0.02%	203
2021 Q3	$85K	Hold	1,661	–	–	0.02%	191
2021 Q2	$88K	Hold	1,661	–	–	0.02%	187
2021 Q1	$85K	Hold	1,661	–	–	0.02%	186
2020 Q4	$74K	Hold	1,661	–	–	0.02%	183
2020 Q3	$63K	Hold	1,661	–	–	0.02%	201
2020 Q2	$60K	Hold	1,661	–	–	0.02%	183
2020 Q1	$52K	Hold	1,661	–	–	0.02%	167
2019 Q4	$78K	Hold	1,661	–	–	0.02%	160
2019 Q3	$73K	Hold	1,661	–	–	0.02%	166
2019 Q2	$72K	Buy	+1,661	New	+$71.6K	0.02%	178

Other funds holding SDOG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Lee Financial's SDOG Position: Q3 2023 in Review

Lee Financial sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 1,661 shares — an estimated $83K sold.

Lee Financial first reported a position in SDOG in Q2 2019 and held it in 17 quarters. The position peaked at $91K in Q1 2022. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Lee Financial reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 1,661 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $83K.
Lee Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2019 and held it in 17 quarters.
Lee Financial's ALPS Sector Dividend Dogs ETF position peaked at $91K in Q1 2022.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.