Cambridge Investment Research Advisors’s TBG Dividend Focus ETF TBG Stock Holding History

Cambridge Investment Research Advisors’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	$5.65M	Buy	154,867 +23,165	+18%	+$840K	0.01%	973
2026 Q1	$4.59M	Buy	131,702 +5,056	+4%	+$179K	0.01%	1016
2025 Q4	$4.23M	Buy	126,646 +4,768	+4%	+$158K	0.01%	1017
2025 Q3	$4.03M	Buy	121,878 +5,725	+5%	+$190K	0.01%	1039
2025 Q2	$3.74M	Buy	116,153 +104,091	+863%	+$3.26M	0.01%	1019
2025 Q1	$395K	Buy	12,062 +4,351	+56%	+$144K	﹤0.01%	2651
2024 Q4	$246K	Buy	+7,711	New	+$252K	﹤0.01%	3007

Other funds holding TBG

AWC

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

EWA

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

SCA

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

BFS

Boyer Financial Services Newport Beach, California $118M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CAL

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

IFWM

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

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Cambridge Investment Research Advisors's TBG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its TBG Dividend Focus ETF (TBG) stake by 18% in Q2 2026, buying an estimated $840K and bringing the position to 154,867 shares worth $5.65M. The position accounts for 0.01% of the portfolio, ranked #973.

Cambridge Investment Research Advisors first reported a position in TBG in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

Cambridge Investment Research Advisors held 154,867 shares of TBG Dividend Focus ETF worth $5.65M as of Q2 2026.
Cambridge Investment Research Advisors bought 23,165 TBG Dividend Focus ETF shares in Q2 2026, an estimated $840K.
TBG Dividend Focus ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #973 holding.
Cambridge Investment Research Advisors first reported a position in TBG Dividend Focus ETF in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.