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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
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

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

Guardian Wealth Advisors (North Carolina)'s BDVG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in IMGP Berkshire Dividend Growth ETF (BDVG) in Q1 2026: 8,563 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in BDVG as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in BDVG in Q4 2024 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 8,563 shares of IMGP Berkshire Dividend Growth ETF worth $112K as of Q1 2026.
  • IMGP Berkshire Dividend Growth ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • IMGP Berkshire Dividend Growth ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #386 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.