Fiduciary Alliance’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Fiduciary Alliance’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 Q3	$656K	Buy	+44,925	New	+$669K	0.05%	279

Other funds holding BDVG

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Berkshire Asset Management Wilkes Barre, Pennsylvania $2.62B AUM 26.52% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Fiduciary Alliance's BDVG Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in IMGP Berkshire Dividend Growth ETF (BDVG) in Q3 2026: 44,925 shares worth $656K. The stake represents 0.05% of the portfolio and ranks #279 among its holdings.

9 funds tracked by Wall St. Rank hold BDVG as of Q3 2026.

Fiduciary Alliance held 44,925 shares of IMGP Berkshire Dividend Growth ETF worth $656K as of Q3 2026.
IMGP Berkshire Dividend Growth ETF was a new Fiduciary Alliance position in Q3 2026.
IMGP Berkshire Dividend Growth ETF made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #279 holding.
9 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.