PCS
SDOG icon

Personal CFO Solutions’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Personal CFO Solutions’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
2019
Q4 		– Sell
-8,773
Closed -$385K – 377
2019
Q3 		$385K Buy
+8,773
New +$379K 0.15% 175

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal CFO Solutions's SDOG Position: Q4 2019 in Review

Personal CFO Solutions sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2019, closing a stake of 8,773 shares — an estimated $385K sold.

Personal CFO Solutions first reported a position in SDOG in Q3 2019 and held it in 1 quarter. The position peaked at $385K in Q3 2019. 148 funds tracked by Wall St. Rank hold SDOG as of Q4 2019.

  • Personal CFO Solutions reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2019 after selling out during the quarter.
  • Personal CFO Solutions sold 8,773 ALPS Sector Dividend Dogs ETF shares in Q4 2019, an estimated $385K.
  • Personal CFO Solutions first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2019 and held it in 1 quarter.
  • Personal CFO Solutions's ALPS Sector Dividend Dogs ETF position peaked at $385K in Q3 2019.
  • 148 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2019.

Based on Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.