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

StrategIQ Financial 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
2020
Q1 		– Sell
-5,763
Closed -$270K – 197
2019
Q4 		$270K Buy
5,763
+7
+0.1% +$316 0.07% 175
2019
Q3 		$252K Sell
5,756
-793
-12% -$34.2K 0.07% 176
2019
Q2 		$285K Sell
6,549
-352
-5% -$15.2K 0.08% 161
2019
Q1 		$296K Buy
6,901
+15
+0.2% +$635 0.09% 153
2018
Q4 		$269K Buy
6,886
+15
+0.2% +$649 0.09% 151
2018
Q3 		$315K Sell
6,871
-2,491
-27% -$114K 0.1% 145
2018
Q2 		$417K Sell
9,362
-2,853
-23% -$127K 0.14% 121
2018
Q1 		$533K Sell
12,215
-4,136
-25% -$190K 0.21% 93
2017
Q4 		$749K Sell
16,351
-478
-3% -$21.5K 0.29% 81
2017
Q3 		$742K Buy
16,829
+21
+0.1% +$903 0.3% 67
2017
Q2 		$717K Buy
16,808
+33
+0.2% +$1.41K 0.3% 69
2017
Q1 		$720K Sell
16,775
-467
-3% -$20.1K 0.33% 64
2016
Q4 		$725K Buy
17,242
+699
+4% +$29K 0.36% 62
2016
Q3 		$688K Buy
16,543
+471
+3% +$19.5K 0.38% 58
2016
Q2 		$641K Buy
+16,072
New +$633K 0.38% 59

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

StrategIQ Financial Group's SDOG Position: Q1 2020 in Review

StrategIQ Financial Group sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 5,763 shares — an estimated $270K sold.

StrategIQ Financial Group first reported a position in SDOG in Q2 2016 and held it in 15 quarters. The position peaked at $749K in Q4 2017. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

  • StrategIQ Financial Group reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
  • StrategIQ Financial Group sold 5,763 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $270K.
  • StrategIQ Financial Group first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2016 and held it in 15 quarters.
  • StrategIQ Financial Group's ALPS Sector Dividend Dogs ETF position peaked at $749K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on StrategIQ Financial Group's 13F filing for Q1 2020, filed 5 May 2020.