Cassady Schiller Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Cassady Schiller 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	$40.5K	Hold	716	–	–	0.01%	226
2024 Q3	$42.2K	Hold	716	–	–	0.02%	216
2024 Q2	$37.8K	Hold	716	–	–	0.02%	223
2024 Q1	$38.6K	Hold	716	–	–	0.02%	235
2023 Q4	$36.7K	Hold	716	–	–	0.02%	224
2023 Q3	$33.7K	Hold	716	–	–	0.02%	224
2023 Q2	$35.8K	Hold	716	–	–	0.02%	225
2023 Q1	$36.7K	Hold	716	–	–	0.02%	226
2022 Q4	$36.8K	Buy	+716	New	+$36.1K	0.02%	220
2022 Q1	–	Sell	-716	Closed	-$38K	–	509
2021 Q4	$38K	Buy	+716	New	+$37.7K	0.02%	225

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

Cassady Schiller Wealth Management's SDOG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q4 2024 at 716 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #226.

Cassady Schiller Wealth Management first reported a position in SDOG in Q4 2021 and has held it in 10 quarters since. The position peaked at $42.2K in Q3 2024. 155 funds tracked by Wall St. Rank hold SDOG as of Q4 2024.

Cassady Schiller Wealth Management held 716 shares of ALPS Sector Dividend Dogs ETF worth $40.5K as of Q4 2024.
Cassady Schiller Wealth Management left its ALPS Sector Dividend Dogs ETF share count unchanged in Q4 2024.
ALPS Sector Dividend Dogs ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #226 holding.
Cassady Schiller Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $42.2K in Q3 2024.
155 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.