River Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-700	Closed	-$27K	–	422
2018 Q4	$27K	Hold	700	–	–	0.01%	315
2018 Q3	$32K	Hold	700	–	–	0.01%	333
2018 Q2	$31K	Buy	+700	New	+$31.1K	0.01%	319

Other funds holding SDOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

River Wealth Advisors's SDOG Position: Q1 2019 in Review

River Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2019, closing a stake of 700 shares — an estimated $27K sold.

River Wealth Advisors first reported a position in SDOG in Q2 2018 and held it in 3 quarters. The position peaked at $32K in Q3 2018. 156 funds tracked by Wall St. Rank hold SDOG as of Q1 2019.

River Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 700 ALPS Sector Dividend Dogs ETF shares in Q1 2019, an estimated $27K.
River Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $32K in Q3 2018.
156 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.