Citadel Advisors
BDVG icon

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

Citadel 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 		$179K Sell
13,684
-5,865
-30% -$77.9K ﹤0.01% 11522
2025
Q4 		$251K Buy
19,549
+1,063
+6% +$13.6K ﹤0.01% 10547
2025
Q3 		$236K Buy
+18,486
New +$230K ﹤0.01% 10882
2024
Q4 		– Sell
-17,762
Closed -$207K – 14500
2024
Q3 		$207K Sell
17,762
-804
-4% -$9.13K ﹤0.01% 10074
2024
Q2 		$205K Buy
+18,566
New +$204K ﹤0.01% 9883

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

Citadel Advisors's BDVG Position: Q1 2026 in Review

Citadel Advisors reduced its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 30% in Q1 2026, selling an estimated $77.9K and leaving 13,684 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #11522.

Citadel Advisors first reported a position in BDVG in Q2 2024 and has held it in 5 quarters since. The position peaked at $251K in Q4 2025. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • Citadel Advisors held 13,684 shares of IMGP Berkshire Dividend Growth ETF worth $179K as of Q1 2026.
  • Citadel Advisors sold 5,865 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $77.9K.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #11522 holding.
  • Citadel Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • Citadel Advisors's IMGP Berkshire Dividend Growth ETF position peaked at $251K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.