Arax Advisory Partners’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Arax Advisory Partners’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	$21.8K	Buy	+1,528	New	+$21.2K	﹤0.01%	3906

Other funds holding BDVG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arax Advisory Partners's BDVG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in IMGP Berkshire Dividend Growth ETF (BDVG) in Q2 2026: 1,528 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #3906 among its holdings.

11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

Arax Advisory Partners held 1,528 shares of IMGP Berkshire Dividend Growth ETF worth $21.8K as of Q2 2026.
IMGP Berkshire Dividend Growth ETF was a new Arax Advisory Partners position in Q2 2026.
IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3906 holding.
11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.