Colonial Trust
SDOG icon

Colonial Trust’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Colonial Trust’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
-9,150
Closed -$515K – 1302
2024
Q4 		$515K Hold
9,150
– – 0.08% 175
2024
Q3 		$538K Buy
+9,150
New +$515K 0.08% 164

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Wells Fargo
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Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Colonial Trust's SDOG Position: Q1 2025 in Review

Colonial Trust sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2025, closing a stake of 9,150 shares — an estimated $515K sold.

Colonial Trust first reported a position in SDOG in Q3 2024 and held it in 2 quarters. The position peaked at $538K in Q3 2024. 153 funds tracked by Wall St. Rank hold SDOG as of Q1 2025.

  • Colonial Trust reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 9,150 ALPS Sector Dividend Dogs ETF shares in Q1 2025, an estimated $515K.
  • Colonial Trust first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2024 and held it in 2 quarters.
  • Colonial Trust's ALPS Sector Dividend Dogs ETF position peaked at $538K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.