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 Q2	$3.05M	Sell	44,643 -1,089	-2%	-$73K	0.6%	58
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JPL Wealth Management's SDOG Position: Q2 2026 in Review

JPL Wealth Management reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 2.4% in Q2 2026, selling an estimated $73K and leaving 44,643 shares worth $3.05M. The position accounts for 0.6% of the portfolio, ranked #58.

JPL Wealth Management first reported a position in SDOG in Q4 2023 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

JPL Wealth Management held 44,643 shares of ALPS Sector Dividend Dogs ETF worth $3.05M as of Q2 2026.
JPL Wealth Management sold 1,089 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $73K.
ALPS Sector Dividend Dogs ETF made up 0.6% of JPL Wealth Management's portfolio in Q2 2026, its #58 holding.
JPL Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2023 and has held it in 10 quarters since.
170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.