Kestra Advisory Services’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Kestra Advisory Services’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	$2.35M	Buy	+161,165	New	+$2.4M	0.01%	1341

Other funds holding BDVG

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 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

Kestra Advisory Services's BDVG Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in IMGP Berkshire Dividend Growth ETF (BDVG) in Q3 2026: 161,165 shares worth $2.35M. The stake represents 0.01% of the portfolio and ranks #1341 among its holdings.

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

Kestra Advisory Services held 161,165 shares of IMGP Berkshire Dividend Growth ETF worth $2.35M as of Q3 2026.
IMGP Berkshire Dividend Growth ETF was a new Kestra Advisory Services position in Q3 2026.
IMGP Berkshire Dividend Growth ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1341 holding.
9 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.