SOA Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

SOA Wealth 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
2026 Q1	$36.1K	Buy	555 +400	+258%	+$25.9K	0.01%	420
2025 Q4	$9.37K	Hold	155	–	–	﹤0.01%	602
2025 Q3	$9.34K	Hold	155	–	–	﹤0.01%	617
2025 Q2	$8.91K	Hold	155	–	–	﹤0.01%	609
2025 Q1	$9.01K	Hold	155	–	–	﹤0.01%	573
2024 Q4	$8.76K	Hold	155	–	–	﹤0.01%	557
2024 Q3	$9.14K	Hold	155	–	–	﹤0.01%	547
2024 Q2	$8.19K	Hold	155	–	–	﹤0.01%	560
2024 Q1	$8.36K	Hold	155	–	–	﹤0.01%	561
2023 Q4	$7.95K	Hold	155	–	–	﹤0.01%	554
2023 Q3	$7.29K	Hold	155	–	–	﹤0.01%	567
2023 Q2	$7.75K	Hold	155	–	–	﹤0.01%	566
2023 Q1	$7.94K	Hold	155	–	–	﹤0.01%	560
2022 Q4	$7.97K	Hold	155	–	–	﹤0.01%	555
2022 Q3	$6K	Hold	155	–	–	﹤0.01%	586
2022 Q2	$7K	Hold	155	–	–	﹤0.01%	548
2022 Q1	$8K	Hold	155	–	–	﹤0.01%	625
2021 Q4	$8K	Hold	155	–	–	﹤0.01%	606
2021 Q3	$7K	Hold	155	–	–	﹤0.01%	646
2021 Q2	$8K	Hold	155	–	–	﹤0.01%	615
2021 Q1	$7K	Hold	155	–	–	﹤0.01%	583
2020 Q4	$7K	Buy	+155	New	+$6.52K	﹤0.01%	569

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SOA Wealth Advisors's SDOG Position: Q1 2026 in Review

SOA Wealth Advisors increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 258% in Q1 2026, buying an estimated $25.9K and bringing the position to 555 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #420.

SOA Wealth Advisors first reported a position in SDOG in Q4 2020 and has held it in 22 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

SOA Wealth Advisors held 555 shares of ALPS Sector Dividend Dogs ETF worth $36.1K as of Q1 2026.
SOA Wealth Advisors bought 400 ALPS Sector Dividend Dogs ETF shares in Q1 2026, an estimated $25.9K.
ALPS Sector Dividend Dogs ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #420 holding.
SOA Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2020 and has held it in 22 quarters since.
164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.