Advisors Capital Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$586K Buy
22,543
+10,715
+91% +$277K 0.01% 418
2026
Q1
$292K Buy
+11,828
New +$298K ﹤0.01% 486

Other funds holding BDVL

Advisors Capital Management's BDVL Position: Q2 2026 in Review

Advisors Capital Management increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 91% in Q2 2026, buying an estimated $277K and bringing the position to 22,543 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #418.

Advisors Capital Management first reported a position in BDVL in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Advisors Capital Management held 22,543 shares of iShares Disciplined Volatility Equity Active ETF worth $586K as of Q2 2026.
  • Advisors Capital Management bought 10,715 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $277K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #418 holding.
  • Advisors Capital Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.