WealthPLAN Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-33	Closed	-$1.65K	–	1003
2023 Q2	$1.65K	Hold	33	–	–	﹤0.01%	1099
2023 Q1	$1.69K	Buy	+33	New	+$1.74K	﹤0.01%	1155
2016 Q3	$31.3K	Sell	763 -802	-51%	-$33.2K	0.01%	409
2016 Q2	$30.2K	Buy	+1,565	New	+$61.6K	﹤0.01%	1166
2015 Q4	$26.5K	Buy	+2,329	New	+$83.6K	﹤0.01%	811
2015 Q2	$43K	Sell	1,179 -1,867	-61%	-$71.3K	0.02%	188
2015 Q1	$113K	Buy	+3,046	New	+$115K	0.05%	162

Other funds holding SDOG

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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