AWM
SDOG icon

AE Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

AE Wealth Management’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
2026
Q1 		$2.17K Hold
33
– – ﹤0.01% 2461
2025
Q4 		$2.02K Hold
33
– – ﹤0.01% 2336
2025
Q3 		$2.01K Sell
33
-19
-37% -$1.12K ﹤0.01% 2171
2025
Q2 		$3.01K Hold
52
– – ﹤0.01% 2012
2025
Q1 		$3.05K Sell
52
-166
-76% -$9.62K ﹤0.01% 1989
2024
Q4 		$12.3K Buy
+218
New +$12.8K ﹤0.01% 1819
2023
Q3 		– Sell
-4,895
Closed -$245K – 2055
2023
Q2 		$245K Buy
+4,895
New +$244K ﹤0.01% 1677

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return