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

MGB 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
2025
Q1 		– Sell
-400
Closed -$15.2K – 307
2024
Q4 		$15.2K Hold
400
– – ﹤0.01% 264
2024
Q3 		$16.8K Hold
400
– – 0.01% 256
2024
Q2 		$15.4K Sell
400
-285
-42% -$10.3K 0.01% 256
2024
Q1 		$25.2K Hold
685
– – 0.01% 235
2023
Q4 		$26.5K Buy
+685
New +$23.9K 0.01% 229

Other funds holding RDOG

GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MGB Wealth Management's RDOG Position: Q1 2025 in Review

MGB Wealth Management sold out of ALPS REIT Dividend Dogs ETF (RDOG) in Q1 2025, closing a stake of 400 shares — an estimated $15.2K sold.

MGB Wealth Management first reported a position in RDOG in Q4 2023 and held it in 5 quarters. The position peaked at $26.5K in Q4 2023. 14 funds tracked by Wall St. Rank hold RDOG as of Q1 2025.

  • MGB Wealth Management reported no remaining ALPS REIT Dividend Dogs ETF position as of Q1 2025 after selling out during the quarter.
  • MGB Wealth Management sold 400 ALPS REIT Dividend Dogs ETF shares in Q1 2025, an estimated $15.2K.
  • MGB Wealth Management first reported a position in ALPS REIT Dividend Dogs ETF in Q4 2023 and held it in 5 quarters.
  • MGB Wealth Management's ALPS REIT Dividend Dogs ETF position peaked at $26.5K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held ALPS REIT Dividend Dogs ETF as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.