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Valeo Financial Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,265
Closed -$65K – 1584
2021
Q1 		$65K Buy
+1,265
New +$61.1K ﹤0.01% 762

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Valeo Financial Advisors's SDOG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2021, closing a stake of 1,265 shares — an estimated $65K sold.

Valeo Financial Advisors first reported a position in SDOG in Q1 2021 and held it in 1 quarter. The position peaked at $65K in Q1 2021. 131 funds tracked by Wall St. Rank hold SDOG as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,265 ALPS Sector Dividend Dogs ETF shares in Q2 2021, an estimated $65K.
  • Valeo Financial Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's ALPS Sector Dividend Dogs ETF position peaked at $65K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.