Realta Investment Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-935	Closed	-$49.4K	–	701
2024 Q2	$49.4K	Hold	935	–	–	0.01%	534
2024 Q1	$50.4K	Buy	+935	New	+$48.3K	0.01%	554
2023 Q4	–	Sell	-935	Closed	-$46.7K	–	732
2023 Q3	$46.7K	Hold	935	–	–	0.01%	536
2023 Q2	$46.7K	Buy	+935	New	+$46.6K	0.01%	568
2023 Q1	–	Sell	-1,270	Closed	-$65.3K	–	753
2022 Q4	$65.3K	Hold	1,270	–	–	0.02%	532
2022 Q3	$57K	Buy	+1,270	New	+$64.5K	0.01%	521
2020 Q1	–	Sell	-896	Closed	-$41K	–	1190
2019 Q4	$41K	Hold	896	–	–	0.01%	721
2019 Q3	$39K	Buy	+896	New	+$38.7K	0.01%	736

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

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

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

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Realta Investment Advisors's SDOG Position: Q3 2024 in Review

Realta Investment Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2024, closing a stake of 935 shares — an estimated $49.4K sold.

Realta Investment Advisors first reported a position in SDOG in Q3 2019 and held it in 8 quarters. The position peaked at $65.3K in Q4 2022. 145 funds tracked by Wall St. Rank hold SDOG as of Q3 2024.

Realta Investment Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 935 ALPS Sector Dividend Dogs ETF shares in Q3 2024, an estimated $49.4K.
Realta Investment Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2019 and held it in 8 quarters.
Realta Investment Advisors's ALPS Sector Dividend Dogs ETF position peaked at $65.3K in Q4 2022.
145 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.