Traverso Chambers Private Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Traverso Chambers Private 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
2020 Q2	–	Sell	-6,424	Closed	-$201K	–	104
2020 Q1	$201K	Sell	6,424 -1,825	-22%	-$76K	0.09%	90
2019 Q4	$386K	Sell	8,249 -1,621	-16%	-$73.1K	0.16%	65
2019 Q3	$433K	Buy	9,870 +492	+5%	+$21.2K	0.21%	59
2019 Q2	$409K	Sell	9,378 -177	-2%	-$7.63K	0.2%	61
2019 Q1	$410K	Buy	9,555 +464	+5%	+$19.7K	0.2%	61
2018 Q4	$356K	Buy	+9,091	New	+$393K	0.19%	64

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SDOG Position: Q2 2020 in Review

Traverso Chambers Private Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2020, closing a stake of 6,424 shares — an estimated $201K sold.

Traverso Chambers Private Wealth Management first reported a position in SDOG in Q4 2018 and held it in 6 quarters. The position peaked at $433K in Q3 2019. 110 funds tracked by Wall St. Rank hold SDOG as of Q2 2020.

Traverso Chambers Private Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2020 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 6,424 ALPS Sector Dividend Dogs ETF shares in Q2 2020, an estimated $201K.
Traverso Chambers Private Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and held it in 6 quarters.
Traverso Chambers Private Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $433K in Q3 2019.
110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.