OneAscent Financial Services LLC Makes New Investment in TBG Dividend Focus ETF $TBG

OneAscent Financial Services LLC purchased a new position in TBG Dividend Focus ETF (NYSEARCA:TBG) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 28,847 shares of the company’s stock, valued at approximately $954,000.

A number of other large investors have also made changes to their positions in TBG. Stokes Capital Advisors LLC increased its position in 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 in the last quarter. Osaic Holdings Inc. acquired a new stake in shares of TBG Dividend Focus ETF during the 2nd quarter worth about $54,000. CWM LLC purchased a new stake in shares of TBG Dividend Focus ETF during the third quarter worth about $151,000. Geneos Wealth Management Inc. raised its position in shares of TBG Dividend Focus ETF by 3,032.3% in the third quarter. Geneos Wealth Management Inc. now owns 4,855 shares of the company’s stock valued at $161,000 after buying an additional 4,700 shares during the last quarter. Finally, Insight Wealth Partners LLC lifted its stake in shares of TBG Dividend Focus ETF by 45.1% during the second quarter. Insight Wealth Partners LLC now owns 19,398 shares of the company’s stock valued at $624,000 after buying an additional 6,029 shares during the period.

TBG Dividend Focus ETF Stock Performance

Shares of NYSEARCA TBG opened at $33.64 on Tuesday. The firm has a market cap of $200.49 million, a P/E ratio of 17.05 and a beta of 0.73. TBG Dividend Focus ETF has a 1 year low of $28.32 and a 1 year high of $34.29. The firm’s 50 day moving average price is $33.35 and its 200 day moving average price is $33.14.

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.