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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 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.

27 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.
27 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.