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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Summit Financial Wealth Advisors's SDOG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 3.9% in Q2 2026, buying an estimated $38.7K and bringing the position to 15,225 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #78.

Summit Financial Wealth Advisors first reported a position in SDOG in Q4 2014 and has held it in 15 quarters since. The position peaked at $17.2M in Q1 2015. 170 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

Summit Financial Wealth Advisors held 15,225 shares of ALPS Sector Dividend Dogs ETF worth $1.04M as of Q2 2026.
Summit Financial Wealth Advisors bought 577 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $38.7K.
ALPS Sector Dividend Dogs ETF made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Summit Financial Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2014 and has held it in 15 quarters since.
Summit Financial Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $17.2M in Q1 2015.
170 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.