Patriot Financial Group Insurance Agency’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q4	–	Sell	-283	Closed	-$14K	–	2243
2021 Q3	$14K	Buy	+283	New	+$14.8K	﹤0.01%	1354
2019 Q3	–	Sell	-19	Closed	-$1K	–	1444
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	1323
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	1164
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	943
2018 Q3	$1K	Buy	+19	New	+$870	﹤0.01%	939

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

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

DSCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

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

Patriot Financial Group Insurance Agency's SDOG Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2021, closing a stake of 283 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in SDOG in Q3 2018 and held it in 5 quarters. The position peaked at $14K in Q3 2021. 133 funds tracked by Wall St. Rank hold SDOG as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 283 ALPS Sector Dividend Dogs ETF shares in Q4 2021, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2018 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's ALPS Sector Dividend Dogs ETF position peaked at $14K in Q3 2021.
133 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.