Commonwealth Equity Services
TBG icon

Commonwealth Equity Services’s TBG Dividend Focus ETF TBG Stock Holding History

Commonwealth Equity 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
Q1 		$1.47M Sell
42,097
-333
-0.8% -$11.8K ﹤0.01% 2273
2025
Q4 		$1.42M Buy
42,430
+2,310
+6% +$76.7K ﹤0.01% 2284
2025
Q3 		$1.33M Sell
40,120
-2,051
-5% -$68K ﹤0.01% 2367
2025
Q2 		$1.36M Buy
42,171
+528
+1% +$16.5K ﹤0.01% 2324
2025
Q1 		$1.36M Buy
41,643
+10,910
+35% +$360K ﹤0.01% 2217
2024
Q4 		$982K Buy
30,733
+8,283
+37% +$270K ﹤0.01% 2401
2024
Q3 		$717K Buy
+22,450
New +$683K ﹤0.01% 2598

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services's TBG Position: Q1 2026 in Review

Commonwealth Equity Services reduced its TBG Dividend Focus ETF (TBG) stake by 0.78% in Q1 2026, selling an estimated $11.8K and leaving 42,097 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Commonwealth Equity Services first reported a position in TBG in Q3 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

  • Commonwealth Equity Services held 42,097 shares of TBG Dividend Focus ETF worth $1.47M as of Q1 2026.
  • Commonwealth Equity Services sold 333 TBG Dividend Focus ETF shares in Q1 2026, an estimated $11.8K.
  • TBG Dividend Focus ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2273 holding.
  • Commonwealth Equity Services first reported a position in TBG Dividend Focus ETF in Q3 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.