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Team Financial Group’s TBG Dividend Focus ETF TBG Stock Holding History

Team Financial Group’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 		– Sell
-3,425
Closed -$119K – 226
2026
Q1 		$119K Buy
+3,425
New +$121K 0.05% 74

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $44.6B AUM 28.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 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 $745M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return

Team Financial Group's TBG Position: Q2 2026 in Review

Team Financial Group sold out of TBG Dividend Focus ETF (TBG) in Q2 2026, closing a stake of 3,425 shares — an estimated $119K sold.

Team Financial Group first reported a position in TBG in Q1 2026 and held it in 1 quarter. The position peaked at $119K in Q1 2026. 28 funds tracked by Wall St. Rank hold TBG as of Q2 2026.

  • Team Financial Group reported no remaining TBG Dividend Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 3,425 TBG Dividend Focus ETF shares in Q2 2026, an estimated $119K.
  • Team Financial Group first reported a position in TBG Dividend Focus ETF in Q1 2026 and held it in 1 quarter.
  • Team Financial Group's TBG Dividend Focus ETF position peaked at $119K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.