Cornerstone Planning Group
BDVL icon

Cornerstone Planning Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Cornerstone Planning 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 		– Sell
-1,870
Closed -$48.5K – 1847
2026
Q2 		$48.5K Buy
1,870
+16
+0.9% +$413 0.01% 410
2026
Q1 		$48.1K Hold
1,854
– – 0.01% 413
2025
Q4 		$47K Hold
1,854
– – 0.01% 368
2025
Q3 		$46.4K Buy
+1,854
New +$46.2K 0.01% 362

Other funds holding BDVL

Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Two West Capital Advisors
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Milestone Asset Management Group
Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM

Cornerstone Planning Group's BDVL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q3 2026, closing a stake of 1,870 shares — an estimated $48.5K sold.

Cornerstone Planning Group first reported a position in BDVL in Q3 2025 and held it in 4 quarters. The position peaked at $48.5K in Q2 2026. 14 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,870 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $48.5K.
  • Cornerstone Planning Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's iShares Disciplined Volatility Equity Active ETF position peaked at $48.5K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.