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Phillip James Consulting’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Phillip James Consulting’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 		– Sell
-550
Closed -$18K – 374
2026
Q1 		$18K Buy
+550
New +$35.6K 0.01% 155

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

Phillip James Consulting's SDOG Position: Q2 2026 in Review

Phillip James Consulting sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2026, closing a stake of 550 shares — an estimated $18K sold.

Phillip James Consulting first reported a position in SDOG in Q1 2026 and held it in 1 quarter. The position peaked at $18K in Q1 2026. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

  • Phillip James Consulting reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 550 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $18K.
  • Phillip James Consulting first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's ALPS Sector Dividend Dogs ETF position peaked at $18K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.