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Keel Point’s TBG Dividend Focus ETF TBG Stock Holding History

Keel Point’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 		$230K Buy
6,587
+249
+4% +$8.8K 0.02% 411
2025
Q4 		$212K Buy
6,338
+48
+0.8% +$1.59K 0.01% 502
2025
Q3 		$208K Buy
+6,290
New +$208K 0.01% 489

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
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
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

Keel Point's TBG Position: Q1 2026 in Review

Keel Point increased its TBG Dividend Focus ETF (TBG) stake by 3.9% in Q1 2026, buying an estimated $8.8K and bringing the position to 6,587 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #411.

Keel Point first reported a position in TBG in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

  • Keel Point held 6,587 shares of TBG Dividend Focus ETF worth $230K as of Q1 2026.
  • Keel Point bought 249 TBG Dividend Focus ETF shares in Q1 2026, an estimated $8.8K.
  • TBG Dividend Focus ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #411 holding.
  • Keel Point first reported a position in TBG Dividend Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.