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Concurrent Investment Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Concurrent Investment Advisors’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 		$999K Hold
15,360
– – 0.01% 879
2025
Q4 		$929K Buy
15,360
+880
+6% +$52.7K 0.01% 873
2025
Q3 		$872K Sell
14,480
-24
-0.2% -$1.42K 0.02% 697
2025
Q2 		$834K Buy
+14,504
New +$808K 0.02% 655

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
Raymond James Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Concurrent Investment Advisors's SDOG Position: Q1 2026 in Review

Concurrent Investment Advisors held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q1 2026 at 15,360 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #879.

Concurrent Investment Advisors first reported a position in SDOG in Q2 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

  • Concurrent Investment Advisors held 15,360 shares of ALPS Sector Dividend Dogs ETF worth $999K as of Q1 2026.
  • Concurrent Investment Advisors left its ALPS Sector Dividend Dogs ETF share count unchanged in Q1 2026.
  • ALPS Sector Dividend Dogs ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #879 holding.
  • Concurrent Investment Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.