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Wealthspire Advisors (New York)’s TBG Dividend Focus ETF TBG Stock Holding History

Wealthspire Advisors (New York)’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
-160
Closed -$5.29K – 2687
2025
Q3 		$5.29K Buy
+160
New +$5.3K ﹤0.01% 2310

Other funds holding TBG

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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
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 $745M AUM 25.89% 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 $79.5B AUM 27.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s TBG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TBG Dividend Focus ETF (TBG) in Q4 2025, closing a stake of 160 shares — an estimated $5.29K sold.

Wealthspire Advisors (New York) first reported a position in TBG in Q3 2025 and held it in 1 quarter. The position peaked at $5.29K in Q3 2025. 25 funds tracked by Wall St. Rank hold TBG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TBG Dividend Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 160 TBG Dividend Focus ETF shares in Q4 2025, an estimated $5.29K.
  • Wealthspire Advisors (New York) first reported a position in TBG Dividend Focus ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TBG Dividend Focus ETF position peaked at $5.29K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.