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

Heartwood 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
Q4 		– Sell
-989
Closed -$59.6K – 526
2025
Q3 		$59.6K Buy
+989
New +$58.4K 0.01% 292
2025
Q2 		– Sell
-27,431
Closed -$1.59M – 187
2025
Q1 		$1.59M Buy
27,431
+1,296
+5% +$75.1K 0.18% 52
2024
Q4 		$1.48M Sell
26,135
-25
-0.1% -$1.47K 0.17% 47
2024
Q3 		$1.54M Buy
26,160
+836
+3% +$47.1K 0.17% 46
2024
Q2 		$1.34M Sell
25,324
-1,871
-7% -$99.2K 0.16% 48
2024
Q1 		$1.47M Buy
27,195
+5,313
+24% +$274K 0.18% 43
2023
Q4 		$1.12M Sell
21,882
-2,605
-11% -$124K 0.15% 43
2023
Q3 		$1.15M Sell
24,487
-1,982
-7% -$98.9K 0.17% 43
2023
Q2 		$1.32M Buy
26,469
+1,986
+8% +$99K 0.19% 42
2023
Q1 		$1.25M Buy
24,483
+4,216
+21% +$222K 0.19% 43
2022
Q4 		$1.04M Buy
20,267
+819
+4% +$41.3K 0.16% 46
2022
Q3 		$878K Buy
19,448
+3,250
+20% +$165K 0.15% 48
2022
Q2 		$812K Buy
16,198
+2,892
+22% +$157K 0.13% 50
2022
Q1 		$732K Buy
13,306
+2,153
+19% +$118K 0.11% 52
2021
Q4 		$598K Buy
11,153
+1,099
+11% +$57.8K 0.09% 60
2021
Q3 		$514K Buy
10,054
+370
+4% +$19.3K 0.08% 60
2021
Q2 		$513K Buy
+9,684
New +$520K 0.08% 61

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Heartwood Wealth Advisors's SDOG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2025, closing a stake of 989 shares — an estimated $59.6K sold.

Heartwood Wealth Advisors first reported a position in SDOG in Q2 2021 and held it in 17 quarters. The position peaked at $1.59M in Q1 2025. 162 funds tracked by Wall St. Rank hold SDOG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 989 ALPS Sector Dividend Dogs ETF shares in Q4 2025, an estimated $59.6K.
  • Heartwood Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2021 and held it in 17 quarters.
  • Heartwood Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $1.59M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.