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

Bright Futures 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
2024 Q4	–	Sell	-8,618	Closed	-$504K	–	209
2024 Q3	$504K	Buy	8,618 +391	+5%	+$22K	0.24%	116
2024 Q2	$458K	Hold	8,227	–	–	0.25%	115
2024 Q1	$433K	Buy	+8,227	New	+$425K	0.23%	117

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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

Bright Futures Wealth Management's SDOG Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2024, closing a stake of 8,618 shares — an estimated $504K sold.

Bright Futures Wealth Management first reported a position in SDOG in Q1 2024 and held it in 3 quarters. The position peaked at $504K in Q3 2024. 155 funds tracked by Wall St. Rank hold SDOG as of Q4 2024.

Bright Futures Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 8,618 ALPS Sector Dividend Dogs ETF shares in Q4 2024, an estimated $504K.
Bright Futures Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $504K in Q3 2024.
155 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.