Swaine & Leidel Wealth Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Swaine & Leidel Wealth Services’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	-4,880	Closed	-$229K	–	63
2019 Q4	$229K	Sell	4,880 -80	-2%	-$3.61K	0.19%	54
2019 Q3	$217K	Sell	4,960 -198	-4%	-$8.55K	0.2%	56
2019 Q2	$224K	Sell	5,158 -220	-4%	-$9.49K	0.24%	52
2019 Q1	$231K	Buy	5,378 +18	+0.3%	+$763	0.29%	43
2018 Q4	$231K	Buy	+5,360	New	+$232K	0.37%	39

Other funds holding SDOG

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

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

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

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

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 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 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

Swaine & Leidel Wealth Services's SDOG Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 4,880 shares — an estimated $229K sold.

Swaine & Leidel Wealth Services first reported a position in SDOG in Q4 2018 and held it in 5 quarters. The position peaked at $231K in Q1 2019. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

Swaine & Leidel Wealth Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 4,880 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $229K.
Swaine & Leidel Wealth Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and held it in 5 quarters.
Swaine & Leidel Wealth Services's ALPS Sector Dividend Dogs ETF position peaked at $231K in Q1 2019.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.