FFA
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Farther Finance Advisors’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Farther Finance 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 		– Sell
-20
Closed -$256 – 5767
2025
Q4 		$256 Buy
+20
New +$255 ﹤0.01% 5167

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

Farther Finance Advisors's BDVG Position: Q1 2026 in Review

Farther Finance Advisors sold out of IMGP Berkshire Dividend Growth ETF (BDVG) in Q1 2026, closing a stake of 20 shares — an estimated $256 sold.

Farther Finance Advisors first reported a position in BDVG in Q4 2025 and held it in 1 quarter. The position peaked at $256 in Q4 2025. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • Farther Finance Advisors reported no remaining IMGP Berkshire Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 20 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $256.
  • Farther Finance Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • Farther Finance Advisors's IMGP Berkshire Dividend Growth ETF position peaked at $256 in Q4 2025.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.