Carson Wealth (CWM LLC)
IDOG icon

Carson Wealth (CWM LLC)’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$710K Sell
17,057
-1,505
-8% -$61.3K ﹤0.01% 1778
2025
Q4 		$716K Sell
18,562
-2,076
-10% -$77.4K ﹤0.01% 1698
2025
Q3 		$735K Buy
20,638
+2,621
+15% +$92.4K ﹤0.01% 1581
2025
Q2 		$611K Buy
18,017
+4,796
+36% +$157K ﹤0.01% 1503
2025
Q1 		$418K Buy
13,221
+25
+0.2% +$771 ﹤0.01% 1528
2024
Q4 		$381K Buy
13,196
+10,764
+443% +$322K ﹤0.01% 1489
2024
Q3 		$77K Buy
2,432
+23
+1% +$708 ﹤0.01% 2361
2024
Q2 		$71K Buy
2,409
+53
+2% +$1.6K ﹤0.01% 2219
2024
Q1 		$70K Buy
2,356
+17
+0.7% +$499 ﹤0.01% 2089
2023
Q4 		$70K Buy
2,339
+19
+0.8% +$531 ﹤0.01% 1973
2023
Q3 		$63K Buy
2,320
+20
+0.9% +$563 ﹤0.01% 1928
2023
Q2 		$64K Buy
2,300
+52
+2% +$1.46K ﹤0.01% 1820
2023
Q1 		$62K Buy
2,248
+28
+1% +$761 ﹤0.01% 1751
2022
Q4 		$57K Buy
2,220
+14
+0.6% +$339 ﹤0.01% 1661
2022
Q3 		$47K Buy
2,206
+26
+1% +$631 ﹤0.01% 1686
2022
Q2 		$55K Buy
2,180
+31
+1% +$846 ﹤0.01% 1586
2022
Q1 		$60K Buy
2,149
+26
+1% +$738 ﹤0.01% 1528
2021
Q4 		$59K Buy
+2,123
New +$58.3K ﹤0.01% 1504
2021
Q2 		$59K Hold
2,092
– – ﹤0.01% 1326
2021
Q1 		$59K Hold
2,092
– – ﹤0.01% 1326
2020
Q4 		$59K Hold
2,092
– – ﹤0.01% 1326
2020
Q3 		$59K Hold
2,092
– – ﹤0.01% 1326
2020
Q2 		$59K Hold
2,092
– – ﹤0.01% 1326
2020
Q1 		$59K Hold
2,092
– – ﹤0.01% 1326
2019
Q4 		$59K Hold
2,092
– – ﹤0.01% 1326
2019
Q3 		$59K Hold
2,092
– – ﹤0.01% 1326
2019
Q2 		$59K Hold
2,092
– – ﹤0.01% 1326
2019
Q1 		$59K Buy
+2,092
New +$54K ﹤0.01% 1326
2015
Q4 		– Sell
-1,319
Closed -$31K – 717
2015
Q3 		$31K Buy
+1,319
New +$33.1K ﹤0.01% 327

Other funds holding IDOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IDOG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ALPS International Sector Dividend Dogs ETF (IDOG) stake by 8.1% in Q1 2026, selling an estimated $61.3K and leaving 17,057 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Carson Wealth (CWM LLC) first reported a position in IDOG in Q3 2015 and has held it in 29 quarters since. The position peaked at $735K in Q3 2025. 72 funds tracked by Wall St. Rank hold IDOG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,057 shares of ALPS International Sector Dividend Dogs ETF worth $710K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,505 ALPS International Sector Dividend Dogs ETF shares in Q1 2026, an estimated $61.3K.
  • ALPS International Sector Dividend Dogs ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1778 holding.
  • Carson Wealth (CWM LLC) first reported a position in ALPS International Sector Dividend Dogs ETF in Q3 2015 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s ALPS International Sector Dividend Dogs ETF position peaked at $735K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.