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OneDigital Investment Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-6,411
Closed -$378K – 1499
2024
Q3 		$378K Buy
6,411
+10
+0.2% +$563 ﹤0.01% 1050
2024
Q2 		$338K Buy
+6,401
New +$339K ﹤0.01% 1048

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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

OneDigital Investment Advisors's SDOG Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2024, closing a stake of 6,411 shares — an estimated $378K sold.

OneDigital Investment Advisors first reported a position in SDOG in Q2 2024 and held it in 2 quarters. The position peaked at $378K in Q3 2024. 155 funds tracked by Wall St. Rank hold SDOG as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,411 ALPS Sector Dividend Dogs ETF shares in Q4 2024, an estimated $378K.
  • OneDigital Investment Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's ALPS Sector Dividend Dogs ETF position peaked at $378K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.