UBS Group
BDVG icon

UBS Group’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

UBS Group’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 		$10.7K Sell
753
-266
-26% -$3.69K ﹤0.01% 8534
2026
Q1 		$13.3K Buy
1,019
+1,016
+33,867% +$13.5K ﹤0.01% 8220
2025
Q4 		$38 Sell
3
-4,105
-100% -$52.4K ﹤0.01% 10299
2025
Q3 		$52.4K Sell
4,108
-2,348
-36% -$29.2K ﹤0.01% 7529
2025
Q2 		$77.7K Buy
+6,456
New +$74.3K ﹤0.01% 7435
2024
Q1 		– Sell
-58
Closed -$605 – 9310
2023
Q4 		$605 Sell
58
-26
-31% -$256 ﹤0.01% 8573
2023
Q3 		$813 Buy
+84
New +$851 ﹤0.01% 8262

Other funds holding BDVG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 40.89% 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's BDVG Position: Q2 2026 in Review

UBS Group reduced its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 26% in Q2 2026, selling an estimated $3.69K and leaving 753 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8534.

UBS Group first reported a position in BDVG in Q3 2023 and has held it in 7 quarters since. The position peaked at $77.7K in Q2 2025. 11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

  • UBS Group held 753 shares of IMGP Berkshire Dividend Growth ETF worth $10.7K as of Q2 2026.
  • UBS Group sold 266 IMGP Berkshire Dividend Growth ETF shares in Q2 2026, an estimated $3.69K.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8534 holding.
  • UBS Group first reported a position in IMGP Berkshire Dividend Growth ETF in Q3 2023 and has held it in 7 quarters since.
  • UBS Group's IMGP Berkshire Dividend Growth ETF position peaked at $77.7K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.