McAdam LLC’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

McAdam LLC’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 Q2	–	Sell	-3,917	Closed	-$201K	–	271
2023 Q1	$201K	Buy	+3,917	New	+$206K	0.02%	242
2018 Q4	–	Sell	-1,178	Closed	-$54K	–	506
2018 Q3	$54K	Sell	1,178 -10	-0.8%	-$458	0.02%	162
2018 Q2	$53K	Hold	1,188	–	–	0.02%	147
2018 Q1	$52K	Buy	+1,188	New	+$54.7K	0.02%	149

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

DSCM

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

McAdam LLC's SDOG Position: Q2 2023 in Review

McAdam LLC sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 3,917 shares — an estimated $201K sold.

McAdam LLC first reported a position in SDOG in Q1 2018 and held it in 4 quarters. The position peaked at $201K in Q1 2023. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

McAdam LLC reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
McAdam LLC sold 3,917 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $201K.
McAdam LLC first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 4 quarters.
McAdam LLC's ALPS Sector Dividend Dogs ETF position peaked at $201K in Q1 2023.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on McAdam LLC's 13F filing for Q2 2023, filed 2 Aug 2023.