Liberty Wealth Management’s ALPS REIT Dividend Dogs ETF RDOG Stock Holding History

Liberty Wealth Management’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	-1,062	Closed	-$51K	–	873
2021 Q3	$51K	Buy	1,062 +9	+0.9%	+$444	0.02%	422
2021 Q2	$51K	Buy	1,053 +21	+2%	+$986	0.02%	314
2021 Q1	$43K	Hold	1,032	–	–	0.02%	305
2020 Q4	$43K	Buy	1,032 +14	+1%	+$537	0.02%	302
2020 Q3	$35K	Buy	1,018 +10	+1%	+$362	0.02%	296
2020 Q2	$37K	Buy	1,008 +11	+1%	+$381	0.03%	267
2020 Q1	$31K	Buy	997 +724	+265%	+$31.6K	0.03%	281
2019 Q4	$13K	Hold	273	–	–	0.01%	502
2019 Q3	$13K	Sell	273 -881	-76%	-$42.1K	0.01%	474
2019 Q2	$54K	Buy	1,154 +881	+323%	+$41.6K	0.05%	238
2019 Q1	$12K	Sell	273 -200	-42%	-$9.04K	0.01%	414
2018 Q4	$19K	Buy	+473	New	+$20.2K	0.01%	337

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 $456M AUM 15.98% 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 $676M AUM 15.31% 1-Year Est. Return

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

Liberty Wealth Management's RDOG Position: Q4 2021 in Review

Liberty Wealth Management sold out of ALPS REIT Dividend Dogs ETF (RDOG) in Q4 2021, closing a stake of 1,062 shares — an estimated $51K sold.

Liberty Wealth Management first reported a position in RDOG in Q4 2018 and held it in 12 quarters. The position peaked at $54K in Q2 2019. 19 funds tracked by Wall St. Rank hold RDOG as of Q4 2021.

Liberty Wealth Management reported no remaining ALPS REIT Dividend Dogs ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,062 ALPS REIT Dividend Dogs ETF shares in Q4 2021, an estimated $51K.
Liberty Wealth Management first reported a position in ALPS REIT Dividend Dogs ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's ALPS REIT Dividend Dogs ETF position peaked at $54K in Q2 2019.
19 funds tracked by Wall St. Rank held ALPS REIT Dividend Dogs ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.