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Joseph P. Lucia & Associates’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		$2.42M Sell
37,238
-613
-2% -$39.7K 0.87% 37
2025
Q4 		$2.29M Sell
37,851
-855
-2% -$51.2K 0.83% 34
2025
Q3 		$2.33M Sell
38,706
-97
-0.2% -$5.73K 0.88% 34
2025
Q2 		$2.23M Sell
38,803
-871
-2% -$48.5K 0.91% 32
2025
Q1 		$2.31M Sell
39,674
-133
-0.3% -$7.71K 1.05% 33
2024
Q4 		$2.25M Sell
39,807
-156
-0.4% -$9.19K 1% 34
2024
Q3 		$2.36M Sell
39,963
-230
-0.6% -$12.9K 1.09% 33
2024
Q2 		$2.12M Sell
40,193
-1,617
-4% -$85.7K 1.09% 29
2024
Q1 		$2.26M Sell
41,810
-2,088
-5% -$108K 1.21% 31
2023
Q4 		$2.25M Sell
43,898
-1,361
-3% -$64.9K 1.4% 22
2023
Q3 		$2.13M Sell
45,259
-887
-2% -$44.3K 1.49% 21
2023
Q2 		$2.31M Sell
46,146
-414
-0.9% -$20.6K 1.54% 20
2023
Q1 		$2.38M Buy
46,560
+9,031
+24% +$476K 1.66% 15
2022
Q4 		$1.93M Buy
37,529
+3,122
+9% +$157K 1.45% 26
2022
Q3 		$1.55M Buy
34,407
+1,112
+3% +$56.5K 1.22% 30
2022
Q2 		$1.67M Buy
33,295
+1,275
+4% +$69.2K 1.18% 31
2022
Q1 		$1.76M Buy
32,020
+160
+0.5% +$8.74K 1.07% 33
2021
Q4 		$1.71M Sell
31,860
-207
-0.6% -$10.9K 1.09% 33
2021
Q3 		$1.64M Sell
32,067
-408
-1% -$21.3K 0.97% 33
2021
Q2 		$1.72M Buy
32,475
+275
+0.9% +$14.8K 1.03% 29
2021
Q1 		$1.66M Sell
32,200
-145
-0.4% -$7.01K 0.74% 31
2020
Q4 		$1.44M Sell
32,345
-3,280
-9% -$138K 1.01% 30
2020
Q3 		$1.35M Sell
35,625
-1,715
-5% -$65.3K 1.26% 28
2020
Q2 		$1.36M Sell
37,340
-105
-0.3% -$3.67K 1.22% 28
2020
Q1 		$1.17M Buy
37,445
+972
+3% +$40.5K 1.3% 25
2019
Q4 		$1.71M Buy
36,473
+4,583
+14% +$207K 1.55% 23
2019
Q3 		$1.4M Sell
31,890
-170
-0.5% -$7.34K 1.44% 23
2019
Q2 		$1.4M Sell
32,060
-1,375,427
-98% -$59.3M 1.46% 21
2019
Q1 		$31.9K Buy
+1,407,487
New +$59.6M 2.38% 12

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
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Joseph P. Lucia & Associates's SDOG Position: Q1 2026 in Review

Joseph P. Lucia & Associates reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 1.6% in Q1 2026, selling an estimated $39.7K and leaving 37,238 shares worth $2.42M. The position accounts for 0.87% of the portfolio, ranked #37.

Joseph P. Lucia & Associates first reported a position in SDOG in Q1 2019 and has held it in 29 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

  • Joseph P. Lucia & Associates held 37,238 shares of ALPS Sector Dividend Dogs ETF worth $2.42M as of Q1 2026.
  • Joseph P. Lucia & Associates sold 613 ALPS Sector Dividend Dogs ETF shares in Q1 2026, an estimated $39.7K.
  • ALPS Sector Dividend Dogs ETF made up 0.87% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #37 holding.
  • Joseph P. Lucia & Associates first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2019 and has held it in 29 quarters since.
  • 164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.