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 Q2	$1.01M	Sell	14,860 -500	-3%	-$33.5K	0.01%	1004
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

Concurrent Investment Advisors's SDOG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 3.3% in Q2 2026, selling an estimated $33.5K and leaving 14,860 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1004.

Concurrent Investment Advisors first reported a position in SDOG in Q2 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

Concurrent Investment Advisors held 14,860 shares of ALPS Sector Dividend Dogs ETF worth $1.01M as of Q2 2026.
Concurrent Investment Advisors sold 500 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $33.5K.
ALPS Sector Dividend Dogs ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1004 holding.
Concurrent Investment Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2025 and has held it in 5 quarters since.
170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.