Heritage Wealth Management (Ohio)’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio IDOG Stock Details IDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	7,251 -22	-0.3%	-$896	0.15%	127
2025 Q4	$280K	Sell	7,273 -483	-6%	-$18K	0.08%	208
2025 Q3	$276K	Hold	7,756	–	–	0.08%	199
2025 Q2	$263K	Sell	7,756 -152	-2%	-$4.96K	0.09%	197
2025 Q1	$250K	Hold	7,908	–	–	0.09%	199
2024 Q4	$228K	Hold	7,908	–	–	0.08%	210
2024 Q3	$252K	Hold	7,908	–	–	0.08%	201
2024 Q2	$241K	Buy	+7,908	New	+$239K	0.08%	200

Other funds holding IDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s IDOG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its ALPS International Sector Dividend Dogs ETF (IDOG) stake by 0.3% in Q1 2026, selling an estimated $896 and leaving 7,251 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #127.

Heritage Wealth Management (Ohio) first reported a position in IDOG in Q2 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold IDOG as of Q1 2026.

Heritage Wealth Management (Ohio) held 7,251 shares of ALPS International Sector Dividend Dogs ETF worth $302K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 22 ALPS International Sector Dividend Dogs ETF shares in Q1 2026, an estimated $896.
ALPS International Sector Dividend Dogs ETF made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #127 holding.
Heritage Wealth Management (Ohio) first reported a position in ALPS International Sector Dividend Dogs ETF in Q2 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.