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 Q2	–	Sell	-4,794	Closed	-$312K	–	295
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 $1.55T 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

Convergence Financial's SDOG Position: Q2 2026 in Review

Convergence Financial sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2026, closing a stake of 4,794 shares — an estimated $312K sold.

Convergence Financial first reported a position in SDOG in Q4 2021 and held it in 18 quarters. The position peaked at $312K in Q1 2026. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

Convergence Financial reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2026 after selling out during the quarter.
Convergence Financial sold 4,794 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $312K.
Convergence Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2021 and held it in 18 quarters.
Convergence Financial's ALPS Sector Dividend Dogs ETF position peaked at $312K in Q1 2026.
170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.