TBG Dividend Focus ETF $TBG Shares Purchased by Abundance Wealth Counselors

Abundance Wealth Counselors grew its holdings in shares of TBG Dividend Focus ETF (NYSEARCA:TBG) by 221.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 823,095 shares of the company’s stock after acquiring an additional 566,912 shares during the quarter. TBG Dividend Focus ETF accounts for approximately 4.6% of Abundance Wealth Counselors’ investment portfolio, making the stock its 5th largest position. Abundance Wealth Counselors owned 12.78% of TBG Dividend Focus ETF worth $27,483,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Stokes Capital Advisors LLC raised its stake in TBG Dividend Focus ETF by 0.9% during the third quarter. Stokes Capital Advisors LLC now owns 47,623 shares of the company’s stock worth $1,575,000 after acquiring an additional 409 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in TBG Dividend Focus ETF by 14.9% during the third quarter. Envestnet Asset Management Inc. now owns 7,342 shares of the company’s stock worth $243,000 after acquiring an additional 954 shares in the last quarter. Osaic Holdings Inc. acquired a new position in TBG Dividend Focus ETF during the second quarter worth about $54,000. CWM LLC acquired a new position in TBG Dividend Focus ETF during the third quarter worth about $151,000. Finally, Geneos Wealth Management Inc. raised its stake in TBG Dividend Focus ETF by 3,032.3% during the third quarter. Geneos Wealth Management Inc. now owns 4,855 shares of the company’s stock worth $161,000 after acquiring an additional 4,700 shares in the last quarter.

TBG Dividend Focus ETF Trading Up 0.3%

Shares of NYSEARCA TBG opened at $35.53 on Wednesday. The company has a market cap of $226.33 million, a price-to-earnings ratio of 17.05 and a beta of 0.69. TBG Dividend Focus ETF has a 12 month low of $29.42 and a 12 month high of $36.97. The stock has a 50-day moving average price of $35.71 and a two-hundred day moving average price of $34.32.

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.