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Forefront Wealth Partners’s TBG Dividend Focus ETF TBG Stock Holding History

Forefront Wealth 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 		$1.03M Buy
28,297
+12,770
+82% +$463K 0.32% 74
2026
Q1 		$541K Buy
+15,527
New +$549K 0.23% 90

Other funds holding TBG

HighTower Advisors
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Forefront Wealth Partners's TBG Position: Q2 2026 in Review

Forefront Wealth Partners increased its TBG Dividend Focus ETF (TBG) stake by 82% in Q2 2026, buying an estimated $463K and bringing the position to 28,297 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #74.

Forefront Wealth Partners first reported a position in TBG in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

  • Forefront Wealth Partners held 28,297 shares of TBG Dividend Focus ETF worth $1.03M as of Q2 2026.
  • Forefront Wealth Partners bought 12,770 TBG Dividend Focus ETF shares in Q2 2026, an estimated $463K.
  • TBG Dividend Focus ETF made up 0.32% of Forefront Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Forefront Wealth Partners first reported a position in TBG Dividend Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.