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 Q2	$2.32M	Buy	162,745 +6,064	+4%	+$84K	0.01%	656
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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's BDVG Position: Q2 2026 in Review

Waverly Advisors increased its IMGP Berkshire Dividend Growth ETF (BDVG) stake by 3.9% in Q2 2026, buying an estimated $84K and bringing the position to 162,745 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #656.

Waverly Advisors first reported a position in BDVG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.37M in Q3 2025. 11 funds tracked by Wall St. Rank hold BDVG as of Q2 2026.

Waverly Advisors held 162,745 shares of IMGP Berkshire Dividend Growth ETF worth $2.32M as of Q2 2026.
Waverly Advisors bought 6,064 IMGP Berkshire Dividend Growth ETF shares in Q2 2026, an estimated $84K.
IMGP Berkshire Dividend Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #656 holding.
Waverly Advisors first reported a position in IMGP Berkshire Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
Waverly Advisors's IMGP Berkshire Dividend Growth ETF position peaked at $2.37M in Q3 2025.
11 funds tracked by Wall St. Rank held IMGP Berkshire Dividend Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.