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SignatureFD’s TBG Dividend Focus ETF TBG Stock Holding History

SignatureFD’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
-3,075
Closed -$102K – 3536
2025
Q3 		$102K Hold
3,075
– – ﹤0.01% 1293
2025
Q2 		$99K Hold
3,075
– – ﹤0.01% 1235
2025
Q1 		$101K Hold
3,075
– – ﹤0.01% 1209
2024
Q4 		$98.3K Buy
3,075
+1,375
+81% +$44.9K ﹤0.01% 1240
2024
Q3 		$54.3K Buy
+1,700
New +$51.7K ﹤0.01% 1532

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

SignatureFD's TBG Position: Q4 2025 in Review

SignatureFD sold out of TBG Dividend Focus ETF (TBG) in Q4 2025, closing a stake of 3,075 shares — an estimated $102K sold.

SignatureFD first reported a position in TBG in Q3 2024 and held it in 5 quarters. The position peaked at $102K in Q3 2025. 25 funds tracked by Wall St. Rank hold TBG as of Q4 2025.

  • SignatureFD reported no remaining TBG Dividend Focus ETF position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 3,075 TBG Dividend Focus ETF shares in Q4 2025, an estimated $102K.
  • SignatureFD first reported a position in TBG Dividend Focus ETF in Q3 2024 and held it in 5 quarters.
  • SignatureFD's TBG Dividend Focus ETF position peaked at $102K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.