EFG
BDVL

Elevated Financial Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Elevated Financial 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
Q2 		$226K Sell
8,696
-14,633
-63% -$378K 0.06% 117
2026
Q1 		$575K Sell
23,329
-2,702
-10% -$68K 0.19% 68
2025
Q4 		$646K Buy
+26,031
New +$652K 0.22% 57

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.49B AUM 20.41% 1-Year Est. Return

Elevated Financial Group's BDVL Position: Q2 2026 in Review

Elevated Financial Group reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 63% in Q2 2026, selling an estimated $378K and leaving 8,696 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #117.

Elevated Financial Group first reported a position in BDVL in Q4 2025 and has held it in 3 quarters since. The position peaked at $646K in Q4 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Elevated Financial Group held 8,696 shares of iShares Disciplined Volatility Equity Active ETF worth $226K as of Q2 2026.
  • Elevated Financial Group sold 14,633 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $378K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.06% of Elevated Financial Group's portfolio in Q2 2026, its #117 holding.
  • Elevated Financial Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's iShares Disciplined Volatility Equity Active ETF position peaked at $646K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.