Capstone Wealth Management Group (Oregon)’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$639K	Hold	9,825	–	–	0.39%	54
2025 Q4	$594K	Sell	9,825 -10	-0.1%	-$599	0.36%	58
2025 Q3	$592K	Hold	9,835	–	–	0.38%	58
2025 Q2	$565K	Sell	9,835 -650	-6%	-$36.2K	0.41%	55
2025 Q1	$609K	Sell	10,485 -50	-0.5%	-$2.9K	0.49%	48
2024 Q4	$595K	Buy	+10,535	New	+$621K	0.45%	50

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

Capstone Wealth Management Group (Oregon)'s SDOG Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q1 2026 at 9,825 shares worth $639K. The position accounts for 0.39% of the portfolio, ranked #54.

Capstone Wealth Management Group (Oregon) first reported a position in SDOG in Q4 2024 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 9,825 shares of ALPS Sector Dividend Dogs ETF worth $639K as of Q1 2026.
Capstone Wealth Management Group (Oregon) left its ALPS Sector Dividend Dogs ETF share count unchanged in Q1 2026.
ALPS Sector Dividend Dogs ETF made up 0.39% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #54 holding.
Capstone Wealth Management Group (Oregon) first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2024 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.