ALBION FINANCIAL GROUP /UT SDOG — ALPS ETF TR

Ownership history in ALBION FINANCIAL GROUP /UT  ·  19 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported ALPS ETF TR (SDOG) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows SDOG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SDOG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDOG stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held SDOG — position size vs. price
% of Fund (quarterly)    SDOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 892 +8 +0.9% 0.00% $54K 2025-10-20 $58.89
2025 Q2 ADDED — — — 884 +9 +1.0% 0.00% $51K 2025-07-17 $56.56
2025 Q1 ADDED — — — 875 +8 +0.9% 0.00% $51K 2025-04-25 $52.37
2024 Q4 ADDED — — — 867 +8 +0.9% 0.00% $49K 2025-01-17 $55.13
2024 Q3 ADDED — — — 859 +8 +0.9% 0.00% $51K 2024-10-09 $55.58
2024 Q2 ADDED — — — 851 +9 +1.1% 0.00% $45K 2024-07-10 $49.81
2024 Q1 ADDED — — — 842 +9 +1.1% 0.00% $45K 2024-04-19 $48.01
2023 Q4 ADDED — — — 833 +9 +1.1% 0.00% $43K 2024-01-26 $47.11
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SDOG

As of 2026 Q1 — sorted by position size

Del-Sette Capital Management, LLC 3Y 10.94% Sage Capital Management, LLC 0.89% Joseph P. Lucia & Associates, LLC 3Y 7Y 0.87% Capital Investment Counsel, LLC 0.83% TMB Capital Partners, LLC 0.73% JPL Wealth Management, LLC 0.68% Capstone Wealth Management Group LLC 0.39% Madden Advisory Services, Inc. 3Y 7Y 0.33% CATHY PARETO & ASSOCIATES, INC 0.29% BKM Wealth Management, LLC 0.29%

FAQ About ALBION FINANCIAL GROUP /UT and SDOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning SDOG?

ALBION FINANCIAL GROUP /UT reported SDOG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SDOG position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for SDOG was 0.00% in 2025 Q1.

What is the latest reported SDOG position on this page?

The most recent filing on this page is 2025 Q3, when ALBION FINANCIAL GROUP /UT reported 892 shares, equal to 0.00% of portfolio, with an estimated market value of $54K.

What does the chart on this SDOG ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly SDOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALBION FINANCIAL GROUP /UT time their SDOG position?

Based on 13F filing dates vs. subsequent SDOG price moves, ALBION FINANCIAL GROUP /UT correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on SDOG relative to SPY over the holding period was -4.1%.

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