Elevation Wealth Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Elevation Wealth Management’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	$218K	Sell	8,408 -263	-3%	-$6.79K	0.16%	136
2026 Q1	$214K	Sell	8,671 -560	-6%	-$14.1K	0.2%	127
2025 Q4	$229K	Buy	+9,231	New	+$231K	0.22%	115

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

Elevation Wealth Management's BDVL Position: Q2 2026 in Review

Elevation Wealth Management reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3% in Q2 2026, selling an estimated $6.79K and leaving 8,408 shares worth $218K. The position accounts for 0.16% of the portfolio, ranked #136.

Elevation Wealth Management first reported a position in BDVL in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Elevation Wealth Management held 8,408 shares of iShares Disciplined Volatility Equity Active ETF worth $218K as of Q2 2026.
Elevation Wealth Management sold 263 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $6.79K.
iShares Disciplined Volatility Equity Active ETF made up 0.16% of Elevation Wealth Management's portfolio in Q2 2026, its #136 holding.
Elevation Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and has held it in 3 quarters since.
Elevation Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $229K in Q4 2025.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.