SWP
SDOG icon

Summit Wealth Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-5,760
Closed -$305K – 152
2021
Q2 		$305K Buy
+5,760
New +$309K 0.07% 124

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Summit Wealth Partners's SDOG Position: Q3 2021 in Review

Summit Wealth Partners sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2021, closing a stake of 5,760 shares — an estimated $305K sold.

Summit Wealth Partners first reported a position in SDOG in Q2 2021 and held it in 1 quarter. The position peaked at $305K in Q2 2021. 129 funds tracked by Wall St. Rank hold SDOG as of Q3 2021.

  • Summit Wealth Partners reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Partners sold 5,760 ALPS Sector Dividend Dogs ETF shares in Q3 2021, an estimated $305K.
  • Summit Wealth Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2021 and held it in 1 quarter.
  • Summit Wealth Partners's ALPS Sector Dividend Dogs ETF position peaked at $305K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2021.

Based on Summit Wealth Partners's 13F filing for Q3 2021, filed 10 Sep 2024.