Truist Financial
BDVG icon

Truist Financial’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Truist Financial’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 		$3.33M Buy
+233,615
New +$3.24M ﹤0.01% 1120
2025
Q1 		– Sell
-19,208
Closed -$220K – 2554
2024
Q4 		$220K Buy
+19,208
New +$227K ﹤0.01% 2337

Other funds holding BDVG

WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial's BDVG Position: Q2 2026 in Review

Truist Financial opened a new position in IMGP Berkshire Dividend Growth ETF (BDVG) in Q2 2026: 233,615 shares worth $3.33M. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Truist Financial previously reported a position in BDVG as recently as Q4 2024.

Truist Financial first reported a position in BDVG in Q4 2024 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

  • Truist Financial held 233,615 shares of IMGP Berkshire Dividend Growth ETF worth $3.33M as of Q2 2026.
  • IMGP Berkshire Dividend Growth ETF was a new Truist Financial position in Q2 2026.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1120 holding.
  • Truist Financial first reported a position in IMGP Berkshire Dividend Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.