EverSource Wealth Advisors’s TBG Dividend Focus ETF TBG Stock Holding History

EverSource Wealth 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	$4.58M	Buy	125,648 +20,967	+20%	+$761K	0.15%	126
2026 Q1	$3.65M	Buy	104,681 +19,837	+23%	+$701K	0.11%	141
2025 Q4	$2.83M	Buy	84,844 +20,302	+31%	+$675K	0.1%	156
2025 Q3	$2.13M	Buy	64,542 +26,466	+70%	+$877K	0.08%	169
2025 Q2	$1.23M	Buy	38,076 +15,081	+66%	+$472K	0.06%	233
2025 Q1	$753K	Buy	22,995 +11,536	+101%	+$381K	0.04%	298
2024 Q4	$366K	Buy	11,459 +2,057	+22%	+$67.2K	0.02%	452
2024 Q3	$300K	Buy	9,402 +2,632	+39%	+$80.1K	0.02%	447
2024 Q2	$205K	Buy	6,770 +2,554	+61%	+$73.5K	0.01%	550
2024 Q1	$119K	Buy	+4,216	New	+$118K	0.01%	645

Other funds holding TBG

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

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

EverSource Wealth Advisors's TBG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its TBG Dividend Focus ETF (TBG) stake by 20% in Q2 2026, buying an estimated $761K and bringing the position to 125,648 shares worth $4.58M. The position accounts for 0.15% of the portfolio, ranked #126.

EverSource Wealth Advisors first reported a position in TBG in Q1 2024 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

EverSource Wealth Advisors held 125,648 shares of TBG Dividend Focus ETF worth $4.58M as of Q2 2026.
EverSource Wealth Advisors bought 20,967 TBG Dividend Focus ETF shares in Q2 2026, an estimated $761K.
TBG Dividend Focus ETF made up 0.15% of EverSource Wealth Advisors's portfolio in Q2 2026, its #126 holding.
EverSource Wealth Advisors first reported a position in TBG Dividend Focus ETF in Q1 2024 and has held it in 10 quarters since.
12 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.