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 Q2	$2.37M	Buy	65,119 +4,609	+8%	+$167K	0.32%	35
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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Insight Wealth Partners increased its TBG Dividend Focus ETF (TBG) stake by 7.6% in Q2 2026, buying an estimated $167K and bringing the position to 65,119 shares worth $2.37M. The position accounts for 0.32% of the portfolio, ranked #35.

Insight Wealth Partners first reported a position in TBG in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

Insight Wealth Partners held 65,119 shares of TBG Dividend Focus ETF worth $2.37M as of Q2 2026.
Insight Wealth Partners bought 4,609 TBG Dividend Focus ETF shares in Q2 2026, an estimated $167K.
TBG Dividend Focus ETF made up 0.32% of Insight Wealth Partners's portfolio in Q2 2026, its #35 holding.
Insight Wealth Partners first reported a position in TBG Dividend Focus ETF in Q1 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.