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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
Q2 		$123K Buy
8,597
+34
+0.4% +$471 ﹤0.01% 1219
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aptus Capital Advisors's BDVG Position: Q2 2026 in Review

Aptus Capital Advisors increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 0.4% in Q2 2026, buying an estimated $471 and bringing the position to 8,597 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Aptus Capital Advisors first reported a position in BDVG in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

  • Aptus Capital Advisors held 8,597 shares of IMGP Berkshire Dividend Growth ETF worth $123K as of Q2 2026.
  • Aptus Capital Advisors bought 34 IMGP Berkshire Dividend Growth ETF shares in Q2 2026, an estimated $471.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1219 holding.
  • Aptus Capital Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.