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

BKM 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 Q2	$781K	Sell	11,455 -631	-5%	-$42.3K	0.28%	83
2026 Q1	$786K	Hold	12,086	–	–	0.29%	84
2025 Q4	$731K	Buy	12,086 +334	+3%	+$20K	0.27%	85
2025 Q3	$708K	Buy	11,752 +1,125	+11%	+$66.5K	0.26%	86
2025 Q2	$611K	Buy	10,627 +277	+3%	+$15.4K	0.24%	97
2025 Q1	$601K	Hold	10,350	–	–	0.25%	95
2024 Q4	$585K	Sell	10,350 -843	-8%	-$49.7K	0.24%	97
2024 Q3	$660K	Sell	11,193 -180	-2%	-$10.1K	0.27%	93
2024 Q2	$601K	Sell	11,373 -313	-3%	-$16.6K	0.29%	93
2024 Q1	$630K	Sell	11,686 -537	-4%	-$27.7K	0.27%	88
2023 Q4	$627K	Buy	+12,223	New	+$583K	0.27%	90

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DSCM

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

BKM Wealth Management's SDOG Position: Q2 2026 in Review

BKM Wealth Management reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 5.2% in Q2 2026, selling an estimated $42.3K and leaving 11,455 shares worth $781K. The position accounts for 0.28% of the portfolio, ranked #83.

BKM Wealth Management first reported a position in SDOG in Q4 2023 and has held it in 11 quarters since. The position peaked at $786K in Q1 2026. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

BKM Wealth Management held 11,455 shares of ALPS Sector Dividend Dogs ETF worth $781K as of Q2 2026.
BKM Wealth Management sold 631 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $42.3K.
ALPS Sector Dividend Dogs ETF made up 0.28% of BKM Wealth Management's portfolio in Q2 2026, its #83 holding.
BKM Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $786K in Q1 2026.
170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.