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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

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
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return