BFS
TBG icon

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

Boyer 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 		$2.65M Buy
71,135
+8,347
+13% +$303K 2.24% 15
2026
Q1 		$2.19M Sell
62,788
-6,043
-9% -$214K 2.32% 15
2025
Q4 		$2.31M Buy
+68,831
New +$2.29M 2.45% 12

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWC
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 $44.6B AUM 28.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

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

Boyer Financial Services increased its TBG Dividend Focus ETF (TBG) stake by 13% in Q2 2026, buying an estimated $303K and bringing the position to 71,135 shares worth $2.65M. The position accounts for 2.24% of the portfolio, ranked #15.

Boyer Financial Services first reported a position in TBG in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

  • Boyer Financial Services held 71,135 shares of TBG Dividend Focus ETF worth $2.65M as of Q2 2026.
  • Boyer Financial Services bought 8,347 TBG Dividend Focus ETF shares in Q2 2026, an estimated $303K.
  • TBG Dividend Focus ETF made up 2.24% of Boyer Financial Services's portfolio in Q2 2026, its #15 holding.
  • Boyer Financial Services first reported a position in TBG Dividend Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.