EP Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

EP Wealth 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	$106K	Buy	+1,561	New	+$105K	﹤0.01%	1656

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

EP Wealth Advisors's SDOG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2026: 1,561 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings.

170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

EP Wealth Advisors held 1,561 shares of ALPS Sector Dividend Dogs ETF worth $106K as of Q2 2026.
ALPS Sector Dividend Dogs ETF was a new EP Wealth Advisors position in Q2 2026.
ALPS Sector Dividend Dogs ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1656 holding.
170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.