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Aptus Capital Advisors’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Aptus Capital Advisors’s Portfolio BDVG Stock Details BDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112K Buy
8,563
+28
+0.3% +$372 ﹤0.01% 1125
2025
Q4 		$109K Buy
8,535
+38
+0.4% +$485 ﹤0.01% 1157
2025
Q3 		$108K Buy
8,497
+444
+6% +$5.52K ﹤0.01% 1104
2025
Q2 		$97K Buy
8,053
+1,341
+20% +$15.4K ﹤0.01% 1080
2025
Q1 		$78.7K Buy
6,712
+1,302
+24% +$15.3K ﹤0.01% 1047
2024
Q4 		$62K Buy
+5,410
New +$63.9K ﹤0.01% 1070

Other funds holding BDVG

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's BDVG Position: Q1 2026 in Review

Aptus Capital Advisors increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 0.33% in Q1 2026, buying an estimated $372 and bringing the position to 8,563 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Aptus Capital Advisors first reported a position in BDVG in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • Aptus Capital Advisors held 8,563 shares of IMGP Berkshire Dividend Growth ETF worth $112K as of Q1 2026.
  • Aptus Capital Advisors bought 28 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $372.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1125 holding.
  • Aptus Capital Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.