SF
SDOG icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Summit Financial's SDOG Position: Q1 2026 in Review

Summit Financial increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 2.2% in Q1 2026, buying an estimated $30.5K and bringing the position to 21,545 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #674.

Summit Financial first reported a position in SDOG in Q1 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

  • Summit Financial held 21,545 shares of ALPS Sector Dividend Dogs ETF worth $1.4M as of Q1 2026.
  • Summit Financial bought 471 ALPS Sector Dividend Dogs ETF shares in Q1 2026, an estimated $30.5K.
  • ALPS Sector Dividend Dogs ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #674 holding.
  • Summit Financial first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2025 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.