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

Shepherd 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 		– Sell
-4,344
Closed -$234K – 69
2026
Q1 		$234K Buy
+4,344
New +$281K 0.18% 45

Other funds holding SDOG

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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

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

Shepherd Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2026, closing a stake of 4,344 shares — an estimated $234K sold.

Shepherd Wealth Management first reported a position in SDOG in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

  • Shepherd Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 4,344 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $234K.
  • Shepherd Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2026 and held it in 1 quarter.
  • Shepherd Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $234K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.