Creative Financial Designs’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Creative Financial Designs’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	$268K	Sell	10,332 -250	-2%	-$6.46K	0.01%	542
2026 Q1	$261K	Buy	+10,582	New	+$266K	0.02%	458

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

Creative Financial Designs's BDVL Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2.4% in Q2 2026, selling an estimated $6.46K and leaving 10,332 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #542.

Creative Financial Designs first reported a position in BDVL in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Creative Financial Designs held 10,332 shares of iShares Disciplined Volatility Equity Active ETF worth $268K as of Q2 2026.
Creative Financial Designs sold 250 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $6.46K.
iShares Disciplined Volatility Equity Active ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #542 holding.
Creative Financial Designs first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.