Aptus Capital Advisors, LLC
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 1664193
FAIRHOPE, AL
Position in BDVG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$122,644
+$10,812 QoQ
Shares Held
8,597
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,644 | 8,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $111,832 | 8,563 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $109,367 | 8,535 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,311 | 8,497 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $96,958 | 8,053 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $78,745 | 6,712 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,031 | 5,410 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||