Aptus Capital Advisors’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
$786K Buy
30,243
+560
+2% +$14.5K 0.01% 674
2026
Q1
$732K Sell
29,683
-1,294
-4% -$32.6K 0.01% 637
2025
Q4
$768K Buy
30,977
+658
+2% +$16.5K 0.01% 632
2025
Q3
$758K Buy
+30,319
New +$756K 0.01% 605

Other funds holding BDVL

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

Aptus Capital Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 1.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 30,243 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #674.

Aptus Capital Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Aptus Capital Advisors held 30,243 shares of iShares Disciplined Volatility Equity Active ETF worth $786K as of Q2 2026.
  • Aptus Capital Advisors bought 560 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $14.5K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #674 holding.
  • Aptus Capital Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.