Convergence Financial’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Convergence Financial’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	$312K	Hold	4,794	–	–	0.03%	180
2025 Q4	$290K	Sell	4,794 -95	-2%	-$5.69K	0.04%	163
2025 Q3	$294K	Hold	4,889	–	–	0.04%	161
2025 Q2	$281K	Hold	4,889	–	–	0.05%	161
2025 Q1	$284K	Hold	4,889	–	–	0.06%	137
2024 Q4	$276K	Hold	4,889	–	–	0.06%	125
2024 Q3	$288K	Hold	4,889	–	–	0.06%	125
2024 Q2	$258K	Hold	4,889	–	–	0.07%	130
2024 Q1	$264K	Hold	4,889	–	–	0.11%	45
2023 Q4	$251K	Hold	4,889	–	–	0.11%	37
2023 Q3	$230K	Hold	4,889	–	–	0.14%	30
2023 Q2	$244K	Hold	4,889	–	–	0.15%	29
2023 Q1	$250K	Hold	4,889	–	–	0.18%	28
2022 Q4	$251K	Sell	4,889 -279	-5%	-$14.1K	0.22%	25
2022 Q3	$233K	Hold	5,168	–	–	0.26%	20
2022 Q2	$259K	Sell	5,168 -371	-7%	-$20.1K	0.27%	19
2022 Q1	$305K	Hold	5,539	–	–	0.33%	19
2021 Q4	$297K	Buy	+5,539	New	+$291K	0.31%	22

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Convergence Financial's SDOG Position: Q1 2026 in Review

Convergence Financial held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q1 2026 at 4,794 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #180.

Convergence Financial first reported a position in SDOG in Q4 2021 and has held it in 18 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

Convergence Financial held 4,794 shares of ALPS Sector Dividend Dogs ETF worth $312K as of Q1 2026.
Convergence Financial left its ALPS Sector Dividend Dogs ETF share count unchanged in Q1 2026.
ALPS Sector Dividend Dogs ETF made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #180 holding.
Convergence Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2021 and has held it in 18 quarters since.
164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.