JWM
SDOG icon

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

JPL 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
Q1 		$2.97M Sell
45,732
-179
-0.4% -$11.6K 0.68% 55
2025
Q4 		$2.78M Sell
45,911
-831
-2% -$49.8K 0.68% 61
2025
Q3 		$2.82M Sell
46,742
-78
-0.2% -$4.61K 0.67% 62
2025
Q2 		$2.69M Buy
46,820
+640
+1% +$35.7K 0.73% 63
2025
Q1 		$2.68M Buy
46,180
+2,001
+5% +$116K 0.77% 61
2024
Q4 		$2.5M Buy
+44,179
New +$2.6M 0.72% 62
2024
Q2 		$1.76M Buy
33,345
+1,510
+5% +$80K 0.86% 56
2024
Q1 		$1.72M Buy
31,835
+3,462
+12% +$179K 0.95% 53
2023
Q4 		$1.45M Buy
+28,373
New +$1.35M 1.05% 46

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