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
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

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

UBS Group's BDVG Position: Q1 2026 in Review

UBS Group increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 33,867% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,019 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8220.

UBS Group first reported a position in BDVG in Q3 2023 and has held it in 6 quarters since. The position peaked at $77.7K in Q2 2025. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • UBS Group held 1,019 shares of IMGP Berkshire Dividend Growth ETF worth $13.3K as of Q1 2026.
  • UBS Group bought 1,016 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $13.5K.
  • IMGP Berkshire Dividend Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8220 holding.
  • UBS Group first reported a position in IMGP Berkshire Dividend Growth ETF in Q3 2023 and has held it in 6 quarters since.
  • UBS Group's IMGP Berkshire Dividend Growth ETF position peaked at $77.7K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

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