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

Summit Financial’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	$1.45M	Sell	21,211 -334	-2%	-$22.4K	0.02%	721
2026 Q1	$1.4M	Buy	21,545 +471	+2%	+$30.5K	0.02%	674
2025 Q4	$1.27M	Sell	21,074 -203	-1%	-$12.2K	0.02%	593
2025 Q3	$1.28M	Buy	21,277 +1,246	+6%	+$73.6K	0.02%	582
2025 Q2	$1.15M	Buy	20,031 +1,413	+8%	+$78.7K	0.03%	391
2025 Q1	$1.08M	Buy	+18,618	New	+$1.08M	0.03%	361

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's SDOG Position: Q2 2026 in Review

Summit Financial reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 1.6% in Q2 2026, selling an estimated $22.4K and leaving 21,211 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #721.

Summit Financial first reported a position in SDOG in Q1 2025 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold SDOG as of Q2 2026.

Summit Financial held 21,211 shares of ALPS Sector Dividend Dogs ETF worth $1.45M as of Q2 2026.
Summit Financial sold 334 ALPS Sector Dividend Dogs ETF shares in Q2 2026, an estimated $22.4K.
ALPS Sector Dividend Dogs ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #721 holding.
Summit Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2025 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.