Level Four Advisory Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Level Four Advisory Services’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
2024 Q4	–	Sell	-3,430	Closed	-$201K	–	789
2024 Q3	$201K	Buy	+3,430	New	+$193K	0.01%	728
2024 Q2	–	Sell	-4,108	Closed	-$211K	–	875
2024 Q1	$211K	Hold	4,108	–	–	0.01%	712
2023 Q4	$211K	Buy	+4,108	New	+$196K	0.01%	708
2023 Q3	–	Sell	-7,470	Closed	-$373K	–	841
2023 Q2	$373K	Sell	7,470 -834	-10%	-$41.6K	0.02%	560
2023 Q1	$425K	Sell	8,304 -12,085	-59%	-$637K	0.03%	468
2022 Q4	$1.05M	Buy	+20,389	New	+$1.03M	0.08%	239

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DSCM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Level Four Advisory Services's SDOG Position: Q4 2024 in Review

Level Four Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2024, closing a stake of 3,430 shares — an estimated $201K sold.

Level Four Advisory Services first reported a position in SDOG in Q4 2022 and held it in 6 quarters. The position peaked at $1.05M in Q4 2022. 155 funds tracked by Wall St. Rank hold SDOG as of Q4 2024.

Level Four Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2024 after selling out during the quarter.
Level Four Advisory Services sold 3,430 ALPS Sector Dividend Dogs ETF shares in Q4 2024, an estimated $201K.
Level Four Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and held it in 6 quarters.
Level Four Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $1.05M in Q4 2022.
155 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.