Bare Financial Services’s TBG Dividend Focus ETF TBG Stock Holding History

Bare Financial Services’s Portfolio TBG Stock Details TBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.6K	Buy	+1,250	New	+$45.3K	0.01%	108

Other funds holding TBG

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $118M AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Bare Financial Services's TBG Position: Q2 2026 in Review

Bare Financial Services opened a new position in TBG Dividend Focus ETF (TBG) in Q2 2026: 1,250 shares worth $45.6K. The stake represents 0.01% of the portfolio and ranks #108 among its holdings.

12 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

Bare Financial Services held 1,250 shares of TBG Dividend Focus ETF worth $45.6K as of Q2 2026.
TBG Dividend Focus ETF was a new Bare Financial Services position in Q2 2026.
TBG Dividend Focus ETF made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #108 holding.
12 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.