Steward Partners Investment Advisory’s TBG Dividend Focus ETF TBG Stock Holding History

Steward Partners Investment Advisory’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	$1.19K	Buy	+34	New	+$1.2K	﹤0.01%	4163

Other funds holding TBG

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 Fairfield, Iowa $44.6B AUM 28.94% 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Steward Partners Investment Advisory's TBG Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in TBG Dividend Focus ETF (TBG) in Q1 2026: 34 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #4163 among its holdings.

25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

Steward Partners Investment Advisory held 34 shares of TBG Dividend Focus ETF worth $1.19K as of Q1 2026.
TBG Dividend Focus ETF was a new Steward Partners Investment Advisory position in Q1 2026.
TBG Dividend Focus ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4163 holding.
25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.