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 Q2	$1.58M	Buy	43,216 +1,119	+3%	+$40.6K	﹤0.01%	2336
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWC

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

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

BFS

Boyer Financial Services Newport Beach, California $118M AUM

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

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

FWP

Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services's TBG Position: Q2 2026 in Review

Commonwealth Equity Services increased its TBG Dividend Focus ETF (TBG) stake by 2.7% in Q2 2026, buying an estimated $40.6K and bringing the position to 43,216 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Commonwealth Equity Services first reported a position in TBG in Q3 2024 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

Commonwealth Equity Services held 43,216 shares of TBG Dividend Focus ETF worth $1.58M as of Q2 2026.
Commonwealth Equity Services bought 1,119 TBG Dividend Focus ETF shares in Q2 2026, an estimated $40.6K.
TBG Dividend Focus ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2336 holding.
Commonwealth Equity Services first reported a position in TBG Dividend Focus ETF in Q3 2024 and has held it in 8 quarters since.
28 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.