Selective Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-868	Closed	-$39K	–	620
2022 Q3	$39K	Hold	868	–	–	0.02%	326
2022 Q2	$43K	Hold	868	–	–	0.02%	347
2022 Q1	$48K	Hold	868	–	–	0.02%	307
2021 Q4	$47K	Sell	868 -300	-26%	-$15.8K	0.02%	279
2021 Q3	$60K	Buy	1,168 +300	+35%	+$15.7K	0.03%	238
2021 Q2	$46K	Buy	868 +193	+29%	+$10.4K	0.04%	200
2021 Q1	$35K	Buy	675 +4	+0.6%	+$193	0.03%	149
2020 Q4	$30K	Buy	671 +3	+0.4%	+$126	0.02%	146
2020 Q3	$25K	Buy	668 +4	+0.6%	+$152	0.02%	135
2020 Q2	$24K	Buy	664 +5	+0.8%	+$175	0.02%	156
2020 Q1	$21K	Buy	659 +5	+0.8%	+$208	0.03%	103
2019 Q4	$31K	Buy	654 +4	+0.6%	+$180	0.04%	92
2019 Q3	$29K	Buy	+650	New	+$28.1K	0.04%	99

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DSCM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

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

Selective Wealth Management's SDOG Position: Q4 2022 in Review

Selective Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2022, closing a stake of 868 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in SDOG in Q3 2019 and held it in 13 quarters. The position peaked at $60K in Q3 2021. 150 funds tracked by Wall St. Rank hold SDOG as of Q4 2022.

Selective Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 868 ALPS Sector Dividend Dogs ETF shares in Q4 2022, an estimated $39K.
Selective Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $60K in Q3 2021.
150 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.