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Transform Wealth’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Transform Wealth’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
2025
Q1 		$281K Buy
4,841
+864
+22% +$50.1K 0.02% 211
2024
Q4 		$225K Hold
3,977
– – 0.01% 245
2024
Q3 		$235K Buy
+3,977
New +$224K 0.02% 200

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
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Transform Wealth's SDOG Position: Q1 2025 in Review

Transform Wealth increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 22% in Q1 2025, buying an estimated $50.1K and bringing the position to 4,841 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #211.

Transform Wealth first reported a position in SDOG in Q3 2024 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold SDOG as of Q1 2025.

  • Transform Wealth held 4,841 shares of ALPS Sector Dividend Dogs ETF worth $281K as of Q1 2025.
  • Transform Wealth bought 864 ALPS Sector Dividend Dogs ETF shares in Q1 2025, an estimated $50.1K.
  • ALPS Sector Dividend Dogs ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #211 holding.
  • Transform Wealth first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2024 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.