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

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

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

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

Commonwealth Equity Services

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

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

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