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

Carson Wealth (CWM LLC)’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	$22.8K	Buy	+350	New	+$22.7K	﹤0.01%	4327
2023 Q1	–	Sell	-21	Closed	-$1K	–	4317
2022 Q4	$1K	Buy	+21	New	+$1.06K	﹤0.01%	3841
2017 Q3	–	Sell	-154	Closed	-$7K	–	1555
2017 Q2	$7K	Sell	154 -4,700	-97%	-$200K	﹤0.01%	841
2017 Q1	$208K	Buy	4,854 +4,597	+1,789%	+$198K	0.01%	289
2016 Q4	$11K	Sell	257 -101	-28%	-$4.19K	﹤0.01%	712
2016 Q3	$15K	Hold	358	–	–	﹤0.01%	606
2016 Q2	$14K	Buy	+358	New	+$14.1K	﹤0.01%	515

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

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

Carson Wealth (CWM LLC) opened a new position in ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2026: 350 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #4327 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in SDOG as recently as Q4 2022.

Carson Wealth (CWM LLC) first reported a position in SDOG in Q2 2016 and has held it in 7 quarters since. The position peaked at $208K in Q1 2017. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

Carson Wealth (CWM LLC) held 350 shares of ALPS Sector Dividend Dogs ETF worth $22.8K as of Q1 2026.
ALPS Sector Dividend Dogs ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
ALPS Sector Dividend Dogs ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4327 holding.
Carson Wealth (CWM LLC) first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2016 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s ALPS Sector Dividend Dogs ETF position peaked at $208K in Q1 2017.
164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

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