IFG
BDIV

Independent Financial Group’s AAM Brentview Dividend Growth ETF BDIV Stock Holding History

Independent Financial Group’s Portfolio BDIV Stock Details BDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,790
Closed -$200K – 1548
2025
Q4 		$200K Sell
8,790
-475
-5% -$10.8K ﹤0.01% 1351
2025
Q3 		$208K Buy
+9,265
New +$200K 0.01% 1271
2025
Q2 		– Sell
-11,765
Closed -$230K – 1362
2025
Q1 		$230K Buy
+11,765
New +$235K 0.01% 1050

Other funds holding BDIV

AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independent Financial Group's BDIV Position: Q1 2026 in Review

Independent Financial Group sold out of AAM Brentview Dividend Growth ETF (BDIV) in Q1 2026, closing a stake of 8,790 shares — an estimated $200K sold.

Independent Financial Group first reported a position in BDIV in Q1 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 7 funds tracked by Wall St. Rank hold BDIV as of Q1 2026.

  • Independent Financial Group reported no remaining AAM Brentview Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 8,790 AAM Brentview Dividend Growth ETF shares in Q1 2026, an estimated $200K.
  • Independent Financial Group first reported a position in AAM Brentview Dividend Growth ETF in Q1 2025 and held it in 3 quarters.
  • Independent Financial Group's AAM Brentview Dividend Growth ETF position peaked at $230K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held AAM Brentview Dividend Growth ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.