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Institute for Wealth Management’s TBG Dividend Focus ETF TBG Stock Holding History

Institute for Wealth Management’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 		$49.6K Buy
+1,361
New +$49.4K ﹤0.01% 874

Other funds holding TBG

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 $43.3B AUM 29.3% 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
Commonwealth Equity Services
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
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Institute for Wealth Management's TBG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in TBG Dividend Focus ETF (TBG) in Q2 2026: 1,361 shares worth $49.6K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

12 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

  • Institute for Wealth Management held 1,361 shares of TBG Dividend Focus ETF worth $49.6K as of Q2 2026.
  • TBG Dividend Focus ETF was a new Institute for Wealth Management position in Q2 2026.
  • TBG Dividend Focus ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #874 holding.
  • 12 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.