TBG Dividend Focus ETF $TBG Position Increased by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC grew its holdings in shares of TBG Dividend Focus ETF (NYSEARCA:TBG) by 69.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 64,542 shares of the company’s stock after purchasing an additional 26,466 shares during the period. EverSource Wealth Advisors LLC owned 1.22% of TBG Dividend Focus ETF worth $2,134,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TBG. HighTower Advisors LLC grew its position in shares of TBG Dividend Focus ETF by 22.1% during the 3rd quarter. HighTower Advisors LLC now owns 2,122,465 shares of the company’s stock valued at $70,190,000 after buying an additional 383,717 shares during the last quarter. Abundance Wealth Counselors boosted its stake in TBG Dividend Focus ETF by 4.8% in the third quarter. Abundance Wealth Counselors now owns 256,183 shares of the company’s stock valued at $8,472,000 after acquiring an additional 11,624 shares during the period. OneAscent Wealth Management LLC bought a new position in shares of TBG Dividend Focus ETF during the third quarter valued at approximately $3,614,000. OneAscent Financial Services LLC acquired a new stake in shares of TBG Dividend Focus ETF during the 3rd quarter worth approximately $2,920,000. Finally, Stokes Capital Advisors LLC raised its position in shares of TBG Dividend Focus ETF by 0.9% during the 3rd quarter. Stokes Capital Advisors LLC now owns 47,623 shares of the company’s stock worth $1,575,000 after purchasing an additional 409 shares during the period.

TBG Dividend Focus ETF Price Performance

NYSEARCA:TBG opened at $36.53 on Wednesday. The firm has a market capitalization of $219.91 million, a P/E ratio of 17.05 and a beta of 0.73. The business has a 50 day simple moving average of $34.91 and a 200 day simple moving average of $33.83. TBG Dividend Focus ETF has a 12-month low of $28.32 and a 12-month high of $36.97.

TBG Dividend Focus ETF Company Profile

The TBG Dividend Focus ETF (TBG) is an exchange-traded fund that mostly invests in high dividend yield equity. The fund is an actively managed portfolio of dividend-paying US companies selected using fundamental analysis. The fund seeks to provide income and long-term capital appreciation TBG was launched on Nov 6, 2023 and is issued by EA Series Trust.