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Position history for IWIntegrated Wealth Concepts LLC's holdings in ALPS ETF TR

Integrated Wealth Concepts LLC holds 50,062 shares of SDOG (ALPS ETF TR), worth $3.4M as of 2026-Q2. The position was increased (+13.2% shares). SDOG represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.4M

Current Shares

50,062

Total Value Change

+$726,067

Total Shares Change

+4,460

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
50,062
+13.2%
$3.4M0.0%$68.22
30
2026-Q1
Increased
44,222
+670.7%
$2.9M0.0%$66.79
42
2025-Q4
Decreased
5,738
-87.2%
$347,0040.0%$60.87
0
2025-Q3
Decreased
44,928
-1.0%
$2.7M0.0%$59.40
0
2025-Q2
Increased
45,392
+0.5%
$2.6M0.0%$56.10
26
2025-Q1
Decreased
45,171
-0.4%
$2.6M0.0%$55.82
0
2024-Q4
Decreased
45,347
-0.6%
$2.6M0.0%$54.23
0
2024-Q3
Increased
45,602
+0.0%
$2.7M0.0%$56.10
26

Other major holders of SDOG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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