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Tradition Wealth Management’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Tradition Wealth Management’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-296
Closed -$9K – 765
2023
Q4 		$9K Buy
296
+2
+0.7% +$56 ﹤0.01% 1022
2023
Q3 		$8K Buy
294
+2
+0.7% +$56 ﹤0.01% 1061
2023
Q2 		$8K Buy
292
+7
+2% +$197 ﹤0.01% 1089
2023
Q1 		$8K Buy
285
+3
+1% +$82 ﹤0.01% 1052
2022
Q4 		$7K Buy
282
+2
+0.7% +$48 ﹤0.01% 976
2022
Q3 		$6K Buy
280
+8
+3% +$194 ﹤0.01% 1033
2022
Q2 		$7K Buy
272
+3
+1% +$82 ﹤0.01% 898
2022
Q1 		$8K Hold
269
– – ﹤0.01% 943
2021
Q4 		$8K Buy
269
+4
+2% +$110 ﹤0.01% 959
2021
Q3 		$7K Sell
265
-11,297
-98% -$318K ﹤0.01% 976
2021
Q2 		$606K Buy
+11,562
New +$329K 0.09% 165
2021
Q1 		– Sell
-259
Closed -$7K – 905
2020
Q4 		$7K Buy
+259
New +$6.19K ﹤0.01% 803

Other funds holding IDOG

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

Tradition Wealth Management's IDOG Position: Q1 2024 in Review

Tradition Wealth Management sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q1 2024, closing a stake of 296 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in IDOG in Q4 2020 and held it in 12 quarters. The position peaked at $606K in Q2 2021. 47 funds tracked by Wall St. Rank hold IDOG as of Q1 2024.

  • Tradition Wealth Management reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 296 ALPS International Sector Dividend Dogs ETF shares in Q1 2024, an estimated $9K.
  • Tradition Wealth Management first reported a position in ALPS International Sector Dividend Dogs ETF in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's ALPS International Sector Dividend Dogs ETF position peaked at $606K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.