Pacific Sun Financial’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Pacific Sun Financial’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 Q3	–	Sell	-4,460	Closed	-$228K	–	175
2023 Q2	$228K	Buy	+4,460	New	+$222K	0.15%	155
2022 Q4	$229K	Sell	4,460 -40	-0.9%	-$2.02K	0.16%	156
2022 Q3	$203K	Hold	4,500	–	–	0.14%	169
2022 Q2	$225K	Buy	4,500 +250	+6%	+$13.6K	0.15%	163
2022 Q1	$234K	Buy	4,250 +50	+1%	+$2.73K	0.13%	174
2021 Q4	$225K	Sell	4,200 -5	-0.1%	-$263	0.12%	172
2021 Q3	$215K	Buy	+4,205	New	+$220K	0.12%	167
2020 Q1	–	Sell	-4,610	Closed	-$216K	–	138
2019 Q4	$216K	Sell	4,610 -140	-3%	-$6.32K	0.19%	134
2019 Q3	$208K	Sell	4,750 -540	-10%	-$23.3K	0.2%	130
2019 Q2	$230K	Buy	+5,290	New	+$228K	0.22%	121
2018 Q2	$248K	Buy	5,387 +687	+15%	+$30.5K	0.26%	107
2018 Q1	$205K	Buy	+4,700	New	+$216K	0.27%	105

Other funds holding SDOG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pacific Sun Financial's SDOG Position: Q3 2023 in Review

Pacific Sun Financial sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 4,460 shares — an estimated $228K sold.

Pacific Sun Financial first reported a position in SDOG in Q1 2018 and held it in 12 quarters. The position peaked at $248K in Q2 2018. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Pacific Sun Financial reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Pacific Sun Financial sold 4,460 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $228K.
Pacific Sun Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 12 quarters.
Pacific Sun Financial's ALPS Sector Dividend Dogs ETF position peaked at $248K in Q2 2018.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Pacific Sun Financial's 13F filing for Q3 2023, filed 11 Jan 2024.