Milestone Advisory Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Milestone Advisory Partners’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
2020 Q2	–	Sell	-14,497	Closed	-$454K	–	60
2020 Q1	$454K	Hold	14,497	–	–	0.32%	23
2019 Q4	$679K	Hold	14,497	–	–	0.36%	33
2019 Q3	$636K	Buy	14,497 +2,264	+19%	+$97.7K	0.36%	33
2019 Q2	$532K	Hold	12,233	–	–	0.32%	31
2019 Q1	$525K	Hold	12,233	–	–	0.34%	31
2018 Q4	$476K	Sell	12,233 -74,103	-86%	-$3.21M	0.41%	28
2018 Q3	$3.96M	Buy	86,336 +30,211	+54%	+$1.38M	2.81%	13
2018 Q2	$2.5M	Buy	56,125 +2,661	+5%	+$118K	1.86%	18
2018 Q1	$2.33M	Sell	53,464 -12,700	-19%	-$585K	1.75%	18
2017 Q4	$3.03M	Buy	+66,164	New	+$2.97M	2.27%	15

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Milestone Advisory Partners's SDOG Position: Q2 2020 in Review

Milestone Advisory Partners sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2020, closing a stake of 14,497 shares — an estimated $454K sold.

Milestone Advisory Partners first reported a position in SDOG in Q4 2017 and held it in 10 quarters. The position peaked at $3.96M in Q3 2018. 110 funds tracked by Wall St. Rank hold SDOG as of Q2 2020.

Milestone Advisory Partners reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2020 after selling out during the quarter.
Milestone Advisory Partners sold 14,497 ALPS Sector Dividend Dogs ETF shares in Q2 2020, an estimated $454K.
Milestone Advisory Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and held it in 10 quarters.
Milestone Advisory Partners's ALPS Sector Dividend Dogs ETF position peaked at $3.96M in Q3 2018.
110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2020.

Based on Milestone Advisory Partners's 13F filing for Q2 2020, filed 31 Jul 2020.