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BFC Planning, Inc.’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

BFC Planning, Inc.’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
-2
Closed -$26 – 3057
2025
Q4 		$26 Buy
+2
New +$26 ﹤0.01% 3193

Other funds holding BDVG

Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Berkshire Asset Management
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s BDVG Position: Q1 2026 in Review

BFC Planning, Inc. sold out of IMGP Berkshire Dividend Growth ETF (BDVG) in Q1 2026, closing a stake of 2 shares — an estimated $26 sold.

BFC Planning, Inc. first reported a position in BDVG in Q4 2025 and held it in 1 quarter. The position peaked at $26 in Q4 2025. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • BFC Planning, Inc. reported no remaining IMGP Berkshire Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 2 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $26.
  • BFC Planning, Inc. first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • BFC Planning, Inc.'s IMGP Berkshire Dividend Growth ETF position peaked at $26 in Q4 2025.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.