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 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 $1.37T 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 $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BKM Wealth Management's SDOG Position: Q1 2026 in Review

BKM Wealth Management held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q1 2026 at 12,086 shares worth $786K. The position accounts for 0.29% of the portfolio, ranked #84.

BKM Wealth Management first reported a position in SDOG in Q4 2023 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

BKM Wealth Management held 12,086 shares of ALPS Sector Dividend Dogs ETF worth $786K as of Q1 2026.
BKM Wealth Management left its ALPS Sector Dividend Dogs ETF share count unchanged in Q1 2026.
ALPS Sector Dividend Dogs ETF made up 0.29% of BKM Wealth Management's portfolio in Q1 2026, its #84 holding.
BKM Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2023 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.