Cadia Private Client’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Cadia Private Client’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	-12,034	Closed	-$297K	–	83
2026 Q1	$297K	Sell	12,034 -5,286	-31%	-$133K	0.24%	55
2025 Q4	$430K	Buy	+17,320	New	+$434K	0.34%	40

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Cadia Private Client's BDVL Position: Q2 2026 in Review

Cadia Private Client sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026, closing a stake of 12,034 shares — an estimated $297K sold.

Cadia Private Client first reported a position in BDVL in Q4 2025 and held it in 2 quarters. The position peaked at $430K in Q4 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Cadia Private Client reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q2 2026 after selling out during the quarter.
Cadia Private Client sold 12,034 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $297K.
Cadia Private Client first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and held it in 2 quarters.
Cadia Private Client's iShares Disciplined Volatility Equity Active ETF position peaked at $430K in Q4 2025.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.