PAW
TBG icon

Plan A Wealth’s TBG Dividend Focus ETF TBG Stock Holding History

Plan A Wealth’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
2025
Q4 		– Sell
-7,339
Closed -$243K – 188
2025
Q3 		$243K Buy
+7,339
New +$243K 0.12% 133

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
BFS
Boyer Financial Services Newport Beach, California $118M AUM
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Plan A Wealth's TBG Position: Q4 2025 in Review

Plan A Wealth sold out of TBG Dividend Focus ETF (TBG) in Q4 2025, closing a stake of 7,339 shares — an estimated $243K sold.

Plan A Wealth first reported a position in TBG in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 25 funds tracked by Wall St. Rank hold TBG as of Q4 2025.

  • Plan A Wealth reported no remaining TBG Dividend Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Plan A Wealth sold 7,339 TBG Dividend Focus ETF shares in Q4 2025, an estimated $243K.
  • Plan A Wealth first reported a position in TBG Dividend Focus ETF in Q3 2025 and held it in 1 quarter.
  • Plan A Wealth's TBG Dividend Focus ETF position peaked at $243K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.