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Rothschild Investment LLC’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Rothschild Investment LLC’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 		$119K Hold
1,750
– – ﹤0.01% 994
2026
Q1 		$114K Hold
1,750
– – 0.01% 838
2025
Q4 		$106K Hold
1,750
– – 0.01% 790
2025
Q3 		$105K Hold
1,750
– – 0.01% 783
2025
Q2 		$101K Hold
1,750
– – 0.01% 643
2025
Q1 		$102K Hold
1,750
– – 0.01% 628
2024
Q4 		$98.9K Hold
1,750
– – 0.01% 641
2024
Q3 		$103K Hold
1,750
– – 0.01% 640
2024
Q2 		$92.5K Hold
1,750
– – 0.01% 639
2024
Q1 		$94.4K Hold
1,750
– – 0.01% 605
2023
Q4 		$89.7K Buy
+1,750
New +$83.5K 0.01% 552

Other funds holding SDOG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Rothschild Investment LLC's SDOG Position: Q2 2026 in Review

Rothschild Investment LLC held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q2 2026 at 1,750 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Rothschild Investment LLC first reported a position in SDOG in Q4 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

  • Rothschild Investment LLC held 1,750 shares of ALPS Sector Dividend Dogs ETF worth $119K as of Q2 2026.
  • Rothschild Investment LLC left its ALPS Sector Dividend Dogs ETF share count unchanged in Q2 2026.
  • ALPS Sector Dividend Dogs ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #994 holding.
  • Rothschild Investment LLC first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2023 and has held it in 11 quarters since.
  • 95 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.