Advisory Solutions Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Advisory Solutions Group’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 Q3	$447K	Sell	17,097 -1,492	-8%	-$39.4K	0.09%	178
2026 Q2	$483K	Buy	+18,589	New	+$480K	0.16%	119

Other funds holding BDVL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Advisory Solutions Group's BDVL Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 8% in Q3 2026, selling an estimated $39.4K and leaving 17,097 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #178.

Advisory Solutions Group first reported a position in BDVL in Q2 2026 and has held it in 2 quarters since. The position peaked at $483K in Q2 2026. 84 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

Advisory Solutions Group held 17,097 shares of iShares Disciplined Volatility Equity Active ETF worth $447K as of Q3 2026.
Advisory Solutions Group sold 1,492 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $39.4K.
iShares Disciplined Volatility Equity Active ETF made up 0.09% of Advisory Solutions Group's portfolio in Q3 2026, its #178 holding.
Advisory Solutions Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's iShares Disciplined Volatility Equity Active ETF position peaked at $483K in Q2 2026.
84 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.