AWM
BDVL

AE Wealth Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

AE Wealth Management’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 		– Sell
-59
Closed -$1.45K – 2822
2026
Q1 		$1.45K Hold
59
– – ﹤0.01% 2495
2025
Q4 		$1.46K Hold
59
– – ﹤0.01% 2362
2025
Q3 		$1.48K Buy
+59
New +$1.47K ﹤0.01% 2190

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

AE Wealth Management's BDVL Position: Q2 2026 in Review

AE Wealth Management sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026, closing a stake of 59 shares — an estimated $1.45K sold.

AE Wealth Management first reported a position in BDVL in Q3 2025 and held it in 3 quarters. The position peaked at $1.48K in Q3 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • AE Wealth Management reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 59 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $1.45K.
  • AE Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and held it in 3 quarters.
  • AE Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $1.48K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.