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Castleview Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-654
Closed -$36.9K – 484
2024
Q4 		$36.9K Buy
+654
New +$38.5K 0.02% 389

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Castleview Partners's SDOG Position: Q1 2025 in Review

Castleview Partners sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2025, closing a stake of 654 shares — an estimated $36.9K sold.

Castleview Partners first reported a position in SDOG in Q4 2024 and held it in 1 quarter. The position peaked at $36.9K in Q4 2024. 153 funds tracked by Wall St. Rank hold SDOG as of Q1 2025.

  • Castleview Partners reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 654 ALPS Sector Dividend Dogs ETF shares in Q1 2025, an estimated $36.9K.
  • Castleview Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2024 and held it in 1 quarter.
  • Castleview Partners's ALPS Sector Dividend Dogs ETF position peaked at $36.9K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.