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
Q2 		$206K Buy
14,474
+790
+6% +$10.9K ﹤0.01% 11996
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

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
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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Citadel Advisors's BDVG Position: Q2 2026 in Review

Citadel Advisors increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 5.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 14,474 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #11996.

Citadel Advisors first reported a position in BDVG in Q2 2024 and has held it in 6 quarters since. The position peaked at $251K in Q4 2025. 11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

  • Citadel Advisors held 14,474 shares of IMGP Berkshire Dividend Growth ETF worth $206K as of Q2 2026.
  • Citadel Advisors bought 790 IMGP Berkshire Dividend Growth ETF shares in Q2 2026, an estimated $10.9K.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11996 holding.
  • Citadel Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Citadel Advisors's IMGP Berkshire Dividend Growth ETF position peaked at $251K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.