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

Insight 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
Q1 		$2.11M Buy
60,510
+6,415
+12% +$227K 0.3% 32
2025
Q4 		$1.81M Buy
54,095
+14,738
+37% +$490K 0.25% 35
2025
Q3 		$1.3M Buy
39,357
+19,959
+103% +$661K 0.4% 38
2025
Q2 		$624K Buy
19,398
+6,029
+45% +$189K 0.24% 61
2025
Q1 		$438K Buy
+13,369
New +$441K 0.07% 76

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 $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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Insight Wealth Partners's TBG Position: Q1 2026 in Review

Insight Wealth Partners increased its TBG Dividend Focus ETF (TBG) stake by 12% in Q1 2026, buying an estimated $227K and bringing the position to 60,510 shares worth $2.11M. The position accounts for 0.3% of the portfolio, ranked #32.

Insight Wealth Partners first reported a position in TBG in Q1 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

  • Insight Wealth Partners held 60,510 shares of TBG Dividend Focus ETF worth $2.11M as of Q1 2026.
  • Insight Wealth Partners bought 6,415 TBG Dividend Focus ETF shares in Q1 2026, an estimated $227K.
  • TBG Dividend Focus ETF made up 0.3% of Insight Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Insight Wealth Partners first reported a position in TBG Dividend Focus ETF in Q1 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.