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Institute for Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Institute for Wealth Management’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 		$78K Buy
+1,143
New +$76.6K 0.01% 757
2020
Q1 		– Sell
-1,250
Closed -$59K – 631
2019
Q4 		$59K Buy
+1,250
New +$56.4K 0.01% 506

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
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

Institute for Wealth Management's SDOG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2026: 1,143 shares worth $78K. The stake represents 0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SDOG as recently as Q4 2019.

Institute for Wealth Management first reported a position in SDOG in Q4 2019 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

  • Institute for Wealth Management held 1,143 shares of ALPS Sector Dividend Dogs ETF worth $78K as of Q2 2026.
  • ALPS Sector Dividend Dogs ETF was a new Institute for Wealth Management position in Q2 2026.
  • ALPS Sector Dividend Dogs ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Institute for Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2019 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.