EDOG — ALPS ETF TR

Ownership history in AE Wealth Management LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in ALPS ETF TR (EDOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 235 — 0% 0.00% $6K $23.81
2025 Q3 UNCHANGED 235 — 0% 0.00% $5K $22.58
2025 Q2 UNCHANGED 235 — 0% 0.00% $5K $21.37
2025 Q1 INITIATED 235 — — 0.00% $5K $19.96
% of Fund (quarterly)    EDOG price (monthly, adj. close)

Other funds also holding EDOG

As of 2025 Q4 — sorted by position size

Del-Sette Capital Management, LLC 3Y 8.11% CALTON & ASSOCIATES, INC. 3Y 7Y 0.13% Salomon & Ludwin, LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% Glen Eagle Advisors, LLC 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
← Back to AE Wealth Management LLC Holdings