Perigon Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Perigon Wealth 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
2021 Q1	–	Sell	-900	Closed	-$40K	–	936
2020 Q4	$40K	Buy	+900	New	+$37.8K	﹤0.01%	815
2018 Q2	–	Sell	-1,839	Closed	-$80K	–	529
2018 Q1	$80K	Hold	1,839	–	–	0.03%	260
2017 Q4	$84K	Hold	1,839	–	–	0.03%	228
2017 Q3	$81K	Hold	1,839	–	–	0.03%	283
2017 Q2	$78K	Hold	1,839	–	–	0.02%	328
2017 Q1	$79K	Hold	1,839	–	–	0.02%	330
2016 Q4	$81K	Hold	1,839	–	–	0.02%	307
2016 Q3	$76K	Buy	+1,839	New	+$76.2K	0.02%	266

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

UCFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Perigon Wealth Management's SDOG Position: Q1 2021 in Review

Perigon Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2021, closing a stake of 900 shares — an estimated $40K sold.

Perigon Wealth Management first reported a position in SDOG in Q3 2016 and held it in 8 quarters. The position peaked at $84K in Q4 2017. 126 funds tracked by Wall St. Rank hold SDOG as of Q1 2021.

Perigon Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 900 ALPS Sector Dividend Dogs ETF shares in Q1 2021, an estimated $40K.
Perigon Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2016 and held it in 8 quarters.
Perigon Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $84K in Q4 2017.
126 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.