Guardian Wealth Advisors (North Carolina)’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-8,563	Closed	-$112K	–	387
2026 Q1	$112K	Buy	+8,563	New	+$114K	0.01%	386
2025 Q3	–	Sell	-8,053	Closed	-$97K	–	359
2025 Q2	$97K	Buy	8,053 +1,341	+20%	+$15.4K	0.01%	369
2025 Q1	$78.7K	Buy	6,712 +1,302	+24%	+$15.3K	0.01%	359
2024 Q4	$62K	Buy	+5,410	New	+$63.9K	﹤0.01%	358

Other funds holding BDVG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s BDVG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of IMGP Berkshire Dividend Growth ETF (BDVG) in Q2 2026, closing a stake of 8,563 shares — an estimated $112K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BDVG in Q4 2024 and held it in 4 quarters. The position peaked at $112K in Q1 2026. 11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining IMGP Berkshire Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 8,563 IMGP Berkshire Dividend Growth ETF shares in Q2 2026, an estimated $112K.
Guardian Wealth Advisors (North Carolina) first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s IMGP Berkshire Dividend Growth ETF position peaked at $112K in Q1 2026.
11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.