Berkshire Asset Management’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Berkshire Asset Management’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	$778K	Buy	59,582 +11,666	+24%	+$155K	0.03%	143
2025 Q4	$614K	Hold	47,916	–	–	0.03%	153
2025 Q3	$611K	Hold	47,916	–	–	0.03%	176
2025 Q2	$577K	Hold	47,916	–	–	0.03%	174
2025 Q1	$549K	Buy	47,916 +100	+0.2%	+$1.18K	0.03%	179
2024 Q4	$565K	Buy	47,816 +7,401	+18%	+$87.5K	0.03%	179
2024 Q3	$445K	Hold	40,415	–	–	0.02%	197
2024 Q2	$445K	Buy	40,415 +2,458	+6%	+$27K	0.02%	198
2024 Q1	$430K	Buy	37,957 +22,903	+152%	+$245K	0.02%	173
2023 Q4	$157K	Hold	15,054	–	–	0.01%	226
2023 Q3	$146K	Buy	+15,054	New	+$153K	0.01%	222

Other funds holding BDVG

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berkshire Asset Management's BDVG Position: Q1 2026 in Review

Berkshire Asset Management increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 24% in Q1 2026, buying an estimated $155K and bringing the position to 59,582 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #143.

Berkshire Asset Management first reported a position in BDVG in Q3 2023 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

Berkshire Asset Management held 59,582 shares of IMGP Berkshire Dividend Growth ETF worth $778K as of Q1 2026.
Berkshire Asset Management bought 11,666 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $155K.
IMGP Berkshire Dividend Growth ETF made up 0.03% of Berkshire Asset Management's portfolio in Q1 2026, its #143 holding.
Berkshire Asset Management first reported a position in IMGP Berkshire Dividend Growth ETF in Q3 2023 and has held it in 11 quarters since.
10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.