Lenox Wealth Advisors’s ALPS REIT Dividend Dogs ETF RDOG Stock Holding History

Lenox Wealth Advisors’s Portfolio RDOG Stock Details RDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-136	Closed	-$6K	–	999
2021 Q3	$6K	Hold	136	–	–	﹤0.01%	536
2021 Q2	$7K	Hold	136	–	–	﹤0.01%	514
2021 Q1	$6K	Buy	+136	New	+$5.82K	﹤0.01%	478

Other funds holding RDOG

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's RDOG Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of ALPS REIT Dividend Dogs ETF (RDOG) in Q4 2021, closing a stake of 136 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in RDOG in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 19 funds tracked by Wall St. Rank hold RDOG as of Q4 2021.

Lenox Wealth Advisors reported no remaining ALPS REIT Dividend Dogs ETF position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 136 ALPS REIT Dividend Dogs ETF shares in Q4 2021, an estimated $6K.
Lenox Wealth Advisors first reported a position in ALPS REIT Dividend Dogs ETF in Q1 2021 and held it in 3 quarters.
Lenox Wealth Advisors's ALPS REIT Dividend Dogs ETF position peaked at $7K in Q2 2021.
19 funds tracked by Wall St. Rank held ALPS REIT Dividend Dogs ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.