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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

WealthPLAN Partners's SDOG Position: Q3 2023 in Review

WealthPLAN Partners sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 33 shares — an estimated $1.65K sold.

WealthPLAN Partners first reported a position in SDOG in Q1 2015 and held it in 7 quarters. The position peaked at $113K in Q1 2015. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

WealthPLAN Partners reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 33 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $1.65K.
WealthPLAN Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's ALPS Sector Dividend Dogs ETF position peaked at $113K in Q1 2015.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.