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Wagner Wealth Management (South Carolina)’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Wagner Wealth Management (South Carolina)’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
-460
Closed -$24K – 717
2021
Q1 		$24K Hold
460
– – 0.02% 334
2020
Q4 		$21K Buy
+460
New +$19.3K 0.02% 163

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

Wagner Wealth Management (South Carolina)'s SDOG Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2021, closing a stake of 460 shares — an estimated $24K sold.

Wagner Wealth Management (South Carolina) first reported a position in SDOG in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 131 funds tracked by Wall St. Rank hold SDOG as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 460 ALPS Sector Dividend Dogs ETF shares in Q2 2021, an estimated $24K.
  • Wagner Wealth Management (South Carolina) first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2020 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s ALPS Sector Dividend Dogs ETF position peaked at $24K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.