WA
BDVG icon

Waverly Advisors’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

Waverly Advisors’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 		$2.05M Sell
156,681
-27,222
-15% -$362K 0.02% 640
2025
Q4 		$2.36M Sell
183,903
-2,032
-1% -$25.9K 0.02% 563
2025
Q3 		$2.37M Buy
185,935
+9,580
+5% +$119K 0.02% 478
2025
Q2 		$2.12M Buy
176,355
+4,685
+3% +$53.9K 0.02% 479
2025
Q1 		$2.01M Buy
+171,670
New +$2.02M 0.02% 478

Other funds holding BDVG

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's BDVG Position: Q1 2026 in Review

Waverly Advisors reduced its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 15% in Q1 2026, selling an estimated $362K and leaving 156,681 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #640.

Waverly Advisors first reported a position in BDVG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.37M in Q3 2025. 10 funds tracked by Wall St. Rank hold BDVG as of Q1 2026.

  • Waverly Advisors held 156,681 shares of IMGP Berkshire Dividend Growth ETF worth $2.05M as of Q1 2026.
  • Waverly Advisors sold 27,222 IMGP Berkshire Dividend Growth ETF shares in Q1 2026, an estimated $362K.
  • IMGP Berkshire Dividend Growth ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #640 holding.
  • Waverly Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's IMGP Berkshire Dividend Growth ETF position peaked at $2.37M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.