Envestnet Asset Management
BDVG icon

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

Envestnet 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
Q2 		$647K Buy
45,375
+30,132
+198% +$417K ﹤0.01% 3903
2026
Q1 		$199K Buy
+15,243
New +$202K ﹤0.01% 4511
2025
Q4 		– Sell
-23,108
Closed -$295K – 4468
2025
Q3 		$295K Buy
23,108
+1,013
+5% +$12.6K ﹤0.01% 4093
2025
Q2 		$266K Buy
22,095
+57
+0.3% +$656 ﹤0.01% 4089
2025
Q1 		$259K Sell
22,038
-21,593
-49% -$254K ﹤0.01% 4004
2024
Q4 		$500K Buy
43,631
+8,239
+23% +$97.4K ﹤0.01% 3580
2024
Q3 		$413K Buy
35,392
+2,169
+7% +$24.6K ﹤0.01% 3635
2024
Q2 		$366K Sell
33,223
-62
-0.2% -$682 ﹤0.01% 3619
2024
Q1 		$377K Buy
33,285
+11,125
+50% +$119K ﹤0.01% 3603
2023
Q4 		$231K Sell
22,160
-427
-2% -$4.21K ﹤0.01% 3754
2023
Q3 		$218K Buy
22,587
+6,948
+44% +$70.4K ﹤0.01% 3706
2023
Q2 		$160K Buy
+15,639
New +$160K ﹤0.01% 3765

Other funds holding BDVG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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's BDVG Position: Q2 2026 in Review

Envestnet Asset Management increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 198% in Q2 2026, buying an estimated $417K and bringing the position to 45,375 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #3903.

Envestnet Asset Management first reported a position in BDVG in Q2 2023 and has held it in 12 quarters since. 4 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

  • Envestnet Asset Management held 45,375 shares of IMGP Berkshire Dividend Growth ETF worth $647K as of Q2 2026.
  • Envestnet Asset Management bought 30,132 IMGP Berkshire Dividend Growth ETF shares in Q2 2026, an estimated $417K.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3903 holding.
  • Envestnet Asset Management first reported a position in IMGP Berkshire Dividend Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 4 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.