Waverly Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Waverly 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 Q1	$323K	Buy	4,962 +89	+2%	+$5.76K	﹤0.01%	1266
2025 Q4	$295K	Buy	4,873 +57	+1%	+$3.41K	﹤0.01%	1214
2025 Q3	$290K	Buy	4,816 +214	+5%	+$12.6K	﹤0.01%	1054
2025 Q2	$265K	Buy	4,602 +60	+1%	+$3.34K	﹤0.01%	1021
2025 Q1	$264K	Sell	4,542 -34	-0.7%	-$1.97K	﹤0.01%	967
2024 Q4	$259K	Buy	4,576 +460	+11%	+$27.1K	﹤0.01%	864
2024 Q3	$243K	Buy	4,116 +239	+6%	+$13.5K	﹤0.01%	733
2024 Q2	$205K	Sell	3,877 -290	-7%	-$15.4K	﹤0.01%	764
2024 Q1	$225K	Buy	+4,167	New	+$215K	0.01%	634

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Waverly Advisors's SDOG Position: Q1 2026 in Review

Waverly Advisors increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 1.8% in Q1 2026, buying an estimated $5.76K and bringing the position to 4,962 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Waverly Advisors first reported a position in SDOG in Q1 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold SDOG as of Q1 2026.

Waverly Advisors held 4,962 shares of ALPS Sector Dividend Dogs ETF worth $323K as of Q1 2026.
Waverly Advisors bought 89 ALPS Sector Dividend Dogs ETF shares in Q1 2026, an estimated $5.76K.
ALPS Sector Dividend Dogs ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1266 holding.
Waverly Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2024 and has held it in 9 quarters since.
164 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.