PO
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Private Ocean’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Private Ocean’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$12.6K Hold
425
– – ﹤0.01% 367
2024
Q1 		$12.6K Buy
+425
New +$12.5K ﹤0.01% 342

Other funds holding IDOG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Private Ocean's IDOG Position: Q2 2024 in Review

Private Ocean held its ALPS International Sector Dividend Dogs ETF (IDOG) position steady in Q2 2024 at 425 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Private Ocean first reported a position in IDOG in Q1 2024 and has held it in 2 quarters since. The position peaked at $12.6K in Q1 2024. 51 funds tracked by Wall St. Rank hold IDOG as of Q2 2024.

  • Private Ocean held 425 shares of ALPS International Sector Dividend Dogs ETF worth $12.6K as of Q2 2024.
  • Private Ocean left its ALPS International Sector Dividend Dogs ETF share count unchanged in Q2 2024.
  • ALPS International Sector Dividend Dogs ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #367 holding.
  • Private Ocean first reported a position in ALPS International Sector Dividend Dogs ETF in Q1 2024 and has held it in 2 quarters since.
  • Private Ocean's ALPS International Sector Dividend Dogs ETF position peaked at $12.6K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.