Retirement Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Retirement Group’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 Q1	$104K	Sell	1,925 -2,800	-59%	-$145K	0.04%	157
2023 Q4	$242K	Hold	4,725	–	–	0.1%	90
2023 Q3	$222K	Sell	4,725 -3,000	-39%	-$150K	0.09%	95
2023 Q2	$386K	Hold	7,725	–	–	0.16%	66
2023 Q1	$396K	Buy	7,725 +2,225	+40%	+$117K	0.18%	63
2022 Q4	$283K	Buy	+5,500	New	+$277K	0.14%	66

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

DSCM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Retirement Group's SDOG Position: Q1 2024 in Review

Retirement Group reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 59% in Q1 2024, selling an estimated $145K and leaving 1,925 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #157.

Retirement Group first reported a position in SDOG in Q4 2022 and has held it in 6 quarters since. The position peaked at $396K in Q1 2023. 142 funds tracked by Wall St. Rank hold SDOG as of Q1 2024.

Retirement Group held 1,925 shares of ALPS Sector Dividend Dogs ETF worth $104K as of Q1 2024.
Retirement Group sold 2,800 ALPS Sector Dividend Dogs ETF shares in Q1 2024, an estimated $145K.
ALPS Sector Dividend Dogs ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #157 holding.
Retirement Group first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and has held it in 6 quarters since.
Retirement Group's ALPS Sector Dividend Dogs ETF position peaked at $396K in Q1 2023.
142 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.