Simply Money Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Simply Money 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
2018 Q1	$2.25M	Sell	51,436 -2,226	-4%	-$103K	0.32%	25
2017 Q4	$2.46M	Sell	53,662 -5,201	-9%	-$233K	0.32%	25
2017 Q3	$2.59M	Sell	58,863 -8,158	-12%	-$351K	0.34%	25
2017 Q2	$2.86M	Sell	67,021 -7,162	-10%	-$305K	0.39%	26
2017 Q1	$3.19M	Sell	74,183 -3,899	-5%	-$168K	0.45%	22
2016 Q4	$3.29M	Buy	78,082 +23,173	+42%	+$962K	0.47%	21
2016 Q3	$2.28M	Buy	54,909 +32,704	+147%	+$1.35M	0.35%	20
2016 Q2	$886K	Buy	22,205 +14,175	+177%	+$558K	0.14%	21
2016 Q1	$313K	Sell	8,030 -1,192	-13%	-$42.3K	0.05%	24
2015 Q4	$328K	Buy	9,222 +1,226	+15%	+$44K	0.05%	22
2015 Q3	$271K	Buy	+7,996	New	+$285K	0.04%	22

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

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

RJA

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

UCFA

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Simply Money Advisors's SDOG Position: Q1 2018 in Review

Simply Money Advisors reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 4.1% in Q1 2018, selling an estimated $103K and leaving 51,436 shares worth $2.25M. The position accounts for 0.32% of the portfolio, ranked #25.

Simply Money Advisors first reported a position in SDOG in Q3 2015 and has held it in 11 quarters since. The position peaked at $3.29M in Q4 2016. 148 funds tracked by Wall St. Rank hold SDOG as of Q1 2018.

Simply Money Advisors held 51,436 shares of ALPS Sector Dividend Dogs ETF worth $2.25M as of Q1 2018.
Simply Money Advisors sold 2,226 ALPS Sector Dividend Dogs ETF shares in Q1 2018, an estimated $103K.
ALPS Sector Dividend Dogs ETF made up 0.32% of Simply Money Advisors's portfolio in Q1 2018, its #25 holding.
Simply Money Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2015 and has held it in 11 quarters since.
Simply Money Advisors's ALPS Sector Dividend Dogs ETF position peaked at $3.29M in Q4 2016.
148 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.