Transcend Capital Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Transcend Capital Advisors’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
2023 Q1	–	Sell	-6,841	Closed	-$352K	–	518
2022 Q4	$352K	Sell	6,841 -6,475	-49%	-$326K	0.04%	337
2022 Q3	$601K	Buy	13,316 +79	+0.6%	+$4.01K	0.07%	258
2022 Q2	$663K	Buy	13,237 +6,622	+100%	+$359K	0.07%	254
2022 Q1	$364K	Buy	+6,615	New	+$362K	0.03%	368

Other funds holding SDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Transcend Capital Advisors's SDOG Position: Q1 2023 in Review

Transcend Capital Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2023, closing a stake of 6,841 shares — an estimated $352K sold.

Transcend Capital Advisors first reported a position in SDOG in Q1 2022 and held it in 4 quarters. The position peaked at $663K in Q2 2022. 147 funds tracked by Wall St. Rank hold SDOG as of Q1 2023.

Transcend Capital Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2023 after selling out during the quarter.
Transcend Capital Advisors sold 6,841 ALPS Sector Dividend Dogs ETF shares in Q1 2023, an estimated $352K.
Transcend Capital Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2022 and held it in 4 quarters.
Transcend Capital Advisors's ALPS Sector Dividend Dogs ETF position peaked at $663K in Q2 2022.
147 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2023.

Based on Transcend Capital Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.