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Charis Legacy Partners’s TBG Dividend Focus ETF TBG Stock Holding History

Charis Legacy Partners’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 		$493K Buy
13,518
+3,665
+37% +$133K 0.61% 19
2026
Q1 		$343K Buy
9,853
+2,049
+26% +$72.5K 0.5% 22
2025
Q4 		$261K Buy
+7,804
New +$259K 0.38% 24

Other funds holding TBG

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 $43.3B AUM 29.3% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Charis Legacy Partners's TBG Position: Q2 2026 in Review

Charis Legacy Partners increased its TBG Dividend Focus ETF (TBG) stake by 37% in Q2 2026, buying an estimated $133K and bringing the position to 13,518 shares worth $493K. The position accounts for 0.61% of the portfolio, ranked #19.

Charis Legacy Partners first reported a position in TBG in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

  • Charis Legacy Partners held 13,518 shares of TBG Dividend Focus ETF worth $493K as of Q2 2026.
  • Charis Legacy Partners bought 3,665 TBG Dividend Focus ETF shares in Q2 2026, an estimated $133K.
  • TBG Dividend Focus ETF made up 0.61% of Charis Legacy Partners's portfolio in Q2 2026, its #19 holding.
  • Charis Legacy Partners first reported a position in TBG Dividend Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.