APFP
BDVL

Action Point Financial Planning’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Action Point Financial Planning’s Portfolio BDVL Stock Details BDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.53K Buy
+328
New +$8.47K ﹤0.01% 1535

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Action Point Financial Planning's BDVL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 328 shares worth $8.53K. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings.

101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Action Point Financial Planning held 328 shares of iShares Disciplined Volatility Equity Active ETF worth $8.53K as of Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1535 holding.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.