Second Half Financial Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Second Half Financial Partners’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	-3,897	Closed	-$206K	–	97
2024 Q2	$206K	Buy	3,897 +32	+0.8%	+$1.7K	0.16%	38
2024 Q1	$208K	Buy	+3,865	New	+$199K	0.09%	61
2023 Q1	–	Sell	-3,691	Closed	-$204K	–	43
2022 Q4	$204K	Buy	+3,691	New	+$186K	0.13%	42

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

Second Half Financial Partners's SDOG Position: Q3 2024 in Review

Second Half Financial Partners sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2024, closing a stake of 3,897 shares — an estimated $206K sold.

Second Half Financial Partners first reported a position in SDOG in Q4 2022 and held it in 3 quarters. The position peaked at $208K in Q1 2024. 145 funds tracked by Wall St. Rank hold SDOG as of Q3 2024.

Second Half Financial Partners reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2024 after selling out during the quarter.
Second Half Financial Partners sold 3,897 ALPS Sector Dividend Dogs ETF shares in Q3 2024, an estimated $206K.
Second Half Financial Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and held it in 3 quarters.
Second Half Financial Partners's ALPS Sector Dividend Dogs ETF position peaked at $208K in Q1 2024.
145 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2024.

Based on Second Half Financial Partners's 13F filing for Q3 2024, filed 8 Nov 2024.