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

SVA 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
2017 Q1	–	Sell	-7,805	Closed	-$328K	–	202
2016 Q4	$328K	Sell	7,805 -518	-6%	-$21.5K	0.05%	158
2016 Q3	$346K	Sell	8,323 -433	-5%	-$17.9K	0.05%	157
2016 Q2	$349K	Hold	8,756	–	–	0.06%	161
2016 Q1	$341K	Sell	8,756 -13,759	-61%	-$489K	0.06%	163
2015 Q4	$800K	Sell	22,515 -6,221	-22%	-$223K	0.14%	128
2015 Q3	$973K	Buy	28,736 +5,246	+22%	+$187K	0.18%	114
2015 Q2	$861K	Buy	23,490 +2,887	+14%	+$110K	0.16%	127
2015 Q1	$764K	Buy	20,603 +4,730	+30%	+$179K	0.14%	136
2014 Q4	$604K	Buy	15,873 +5,971	+60%	+$226K	0.22%	102
2014 Q3	$369K	Buy	9,902 +2,395	+32%	+$89.9K	0.16%	120
2014 Q2	$281K	Buy	+7,507	New	+$272K	0.12%	135

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BWM

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCP

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

SVA Wealth Management's SDOG Position: Q1 2017 in Review

SVA Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2017, closing a stake of 7,805 shares — an estimated $328K sold.

SVA Wealth Management first reported a position in SDOG in Q2 2014 and held it in 11 quarters. The position peaked at $973K in Q3 2015. 115 funds tracked by Wall St. Rank hold SDOG as of Q1 2017.

SVA Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2017 after selling out during the quarter.
SVA Wealth Management sold 7,805 ALPS Sector Dividend Dogs ETF shares in Q1 2017, an estimated $328K.
SVA Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2014 and held it in 11 quarters.
SVA Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $973K in Q3 2015.
115 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2017.

Based on SVA Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.