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McElhenny Sheffield Capital Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-46
Closed -$2.37K – 520
2022
Q4 		$2.37K Buy
+46
New +$2.32K ﹤0.01% 482

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McElhenny Sheffield Capital Management's SDOG Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2023, closing a stake of 46 shares — an estimated $2.37K sold.

McElhenny Sheffield Capital Management first reported a position in SDOG in Q4 2022 and held it in 1 quarter. The position peaked at $2.37K in Q4 2022. 147 funds tracked by Wall St. Rank hold SDOG as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 46 ALPS Sector Dividend Dogs ETF shares in Q1 2023, an estimated $2.37K.
  • McElhenny Sheffield Capital Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's ALPS Sector Dividend Dogs ETF position peaked at $2.37K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.