ENVESTNET ASSET MANAGEMENT INC
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 1407543
Berwyn, PA
Position in BDVG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$199,073
-$95,484 QoQ
Shares Held
15,243
-34.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,073 | 15,243 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $294,557 | 23,108 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $266,023 | 22,095 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $258,549 | 22,038 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $500,273 | 43,631 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $413,130 | 35,392 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $366,217 | 33,223 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $231,261 | 22,160 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $159,611 | 15,639 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||