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

EverSource 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
2025
Q2 		– Sell
-84
Closed -$4.88K – 4345
2025
Q1 		$4.88K Hold
84
– – ﹤0.01% 2506
2024
Q4 		$4.75K Hold
84
– – ﹤0.01% 2368
2024
Q3 		$4.95K Hold
84
– – ﹤0.01% 2224
2024
Q2 		$4.78K Buy
+84
New +$4.45K ﹤0.01% 2233
2023
Q2 		– Sell
-325
Closed -$16.6K – 2592
2023
Q1 		$16.6K Hold
325
– – ﹤0.01% 1150
2022
Q4 		$16.7K Buy
+325
New +$16.4K ﹤0.01% 1120

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

EverSource Wealth Advisors's SDOG Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2025, closing a stake of 84 shares — an estimated $4.88K sold.

EverSource Wealth Advisors first reported a position in SDOG in Q4 2022 and held it in 6 quarters. The position peaked at $16.7K in Q4 2022. 155 funds tracked by Wall St. Rank hold SDOG as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 84 ALPS Sector Dividend Dogs ETF shares in Q2 2025, an estimated $4.88K.
  • EverSource Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2022 and held it in 6 quarters.
  • EverSource Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $16.7K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.