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Tevis Investment Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Tevis Investment 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
2022
Q3 		– Sell
-150
Closed -$8K – 464
2022
Q2 		$8K Hold
150
– – 0.01% 401
2022
Q1 		$8K Sell
150
-300
-67% -$16.4K 0.01% 407
2021
Q4 		$24K Buy
+450
New +$23.7K 0.02% 305

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tevis Investment Management's SDOG Position: Q3 2022 in Review

Tevis Investment Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

Tevis Investment Management first reported a position in SDOG in Q4 2021 and held it in 3 quarters. The position peaked at $24K in Q4 2021. 138 funds tracked by Wall St. Rank hold SDOG as of Q3 2022.

  • Tevis Investment Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 150 ALPS Sector Dividend Dogs ETF shares in Q3 2022, an estimated $8K.
  • Tevis Investment Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's ALPS Sector Dividend Dogs ETF position peaked at $24K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.