Guardian Wealth Advisors (North Carolina)’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-100	Closed	-$5.65K	–	544
2024 Q4	$5.65K	Hold	100	–	–	﹤0.01%	462
2024 Q3	$5.9K	Hold	100	–	–	﹤0.01%	403
2024 Q2	$5.28K	Hold	100	–	–	﹤0.01%	386
2024 Q1	$5.39K	Hold	100	–	–	﹤0.01%	401
2023 Q4	$5.13K	Hold	100	–	–	﹤0.01%	396
2023 Q3	$4.7K	Hold	100	–	–	﹤0.01%	377
2023 Q2	$5K	Hold	100	–	–	﹤0.01%	362
2023 Q1	$5.12K	Hold	100	–	–	﹤0.01%	358
2022 Q4	$5.14K	Hold	100	–	–	﹤0.01%	332
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	309
2022 Q2	$5K	Buy	+100	New	+$5.42K	﹤0.01%	314

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Guardian Wealth Advisors (North Carolina)'s SDOG Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2025, closing a stake of 100 shares — an estimated $5.65K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SDOG in Q2 2022 and held it in 11 quarters. The position peaked at $5.9K in Q3 2024. 153 funds tracked by Wall St. Rank hold SDOG as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 100 ALPS Sector Dividend Dogs ETF shares in Q1 2025, an estimated $5.65K.
Guardian Wealth Advisors (North Carolina) first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s ALPS Sector Dividend Dogs ETF position peaked at $5.9K in Q3 2024.
153 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.