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BDVG icon

Orion Portfolio Solutions’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$249K Sell
21,212
-1,854
-8% -$21.8K ﹤0.01% 1709
2024
Q4 		$264K Sell
23,066
-348
-1% -$4.11K ﹤0.01% 1613
2024
Q3 		$273K Sell
23,414
-2,688
-10% -$30.5K ﹤0.01% 1558
2024
Q2 		$288K Sell
26,102
-5,142
-16% -$56.6K ﹤0.01% 1473
2024
Q1 		$354K Buy
31,244
+13,357
+75% +$143K ﹤0.01% 1398
2023
Q4 		$187K Sell
17,887
-2,707
-13% -$26.7K ﹤0.01% 1590
2023
Q3 		$199K Buy
+20,594
New +$209K ﹤0.01% 1553

Other funds holding BDVG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.33B AUM 19.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return