Carson Wealth (CWM LLC)
BDVL

Carson Wealth (CWM LLC)’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$16.2K Hold
659
– – ﹤0.01% 4538
2025
Q4 		$16K Buy
+659
New +$16.5K ﹤0.01% 4317

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $162B AUM 16.35% 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 $1.34B AUM 15.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BDVL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Disciplined Volatility Equity Active ETF (BDVL) position steady in Q1 2026 at 659 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4538.

Carson Wealth (CWM LLC) first reported a position in BDVL in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 659 shares of iShares Disciplined Volatility Equity Active ETF worth $16.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Disciplined Volatility Equity Active ETF share count unchanged in Q1 2026.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4538 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.