Summit Financial Wealth Advisors
SDOG icon

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

Summit Financial 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
Q3 		$1.07M Buy
15,640
+415
+3% +$29.8K 0.13% 79
2026
Q2 		$1.04M Buy
15,225
+577
+4% +$38.7K 0.13% 78
2026
Q1 		$953K Sell
14,648
-1,165
-7% -$75.5K 0.14% 76
2025
Q4 		$956K Hold
15,813
– – 0.14% 77
2025
Q3 		$957K Buy
15,813
+150
+1% +$8.86K 0.15% 68
2025
Q2 		$900K Buy
15,663
+4,706
+43% +$262K 0.16% 68
2025
Q1 		$637K Buy
10,957
+1,380
+14% +$80K 0.13% 82
2024
Q4 		$552K Buy
9,577
+460
+5% +$27.1K 0.11% 87
2024
Q3 		$538K Buy
9,117
+1,483
+19% +$83.5K 0.1% 83
2024
Q2 		$403K Buy
+7,634
New +$405K 0.08% 90
2018
Q4 		– Sell
-4,551
Closed -$201K – 146
2018
Q3 		$201K Buy
+4,551
New +$208K 0.06% 138
2016
Q1 		– Sell
-322,784
Closed -$11.5M – 141
2015
Q4 		$11.5M Sell
322,784
-58,429
-15% -$2.1M 5.25% 2
2015
Q3 		$12.9M Sell
381,213
-62,175
-14% -$2.22M 8.35% 1
2015
Q2 		$16.3M Sell
443,388
-685
-0.2% -$26.2K 10.06% 1
2015
Q1 		$17.2M Buy
444,073
+32,895
+8% +$1.24M 11.63% 1
2014
Q4 		$15.6M Buy
+411,178
New +$15.6M 10.86% 1

Other funds holding SDOG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Summit Financial Wealth Advisors's SDOG Position: Q3 2026 in Review

Summit Financial Wealth Advisors increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 2.7% in Q3 2026, buying an estimated $29.8K and bringing the position to 15,640 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #79.

Summit Financial Wealth Advisors first reported a position in SDOG in Q4 2014 and has held it in 16 quarters since. The position peaked at $17.2M in Q1 2015. 110 funds tracked by Wall St. Rank hold SDOG as of Q3 2026.

  • Summit Financial Wealth Advisors held 15,640 shares of ALPS Sector Dividend Dogs ETF worth $1.07M as of Q3 2026.
  • Summit Financial Wealth Advisors bought 415 ALPS Sector Dividend Dogs ETF shares in Q3 2026, an estimated $29.8K.
  • ALPS Sector Dividend Dogs ETF made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #79 holding.
  • Summit Financial Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2014 and has held it in 16 quarters since.
  • Summit Financial Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $17.2M in Q1 2015.
  • 110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.