Envestnet Asset Management’s WEBs Health Care XLV Defined Volatility ETF DVXV Stock Holding History

Envestnet Asset Management’s Portfolio DVXV Stock Details DVXV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,639	Closed	-$393K	–	4855
2025 Q4	$393K	Buy	+12,639	New	+$371K	﹤0.01%	3862

Other funds holding DVXV

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's DVXV Position: Q1 2026 in Review

Envestnet Asset Management sold out of WEBs Health Care XLV Defined Volatility ETF (DVXV) in Q1 2026, closing a stake of 12,639 shares — an estimated $393K sold.

Envestnet Asset Management first reported a position in DVXV in Q4 2025 and held it in 1 quarter. The position peaked at $393K in Q4 2025. 3 funds tracked by Wall St. Rank hold DVXV as of Q1 2026.

Envestnet Asset Management reported no remaining WEBs Health Care XLV Defined Volatility ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 12,639 WEBs Health Care XLV Defined Volatility ETF shares in Q1 2026, an estimated $393K.
Envestnet Asset Management first reported a position in WEBs Health Care XLV Defined Volatility ETF in Q4 2025 and held it in 1 quarter.
Envestnet Asset Management's WEBs Health Care XLV Defined Volatility ETF position peaked at $393K in Q4 2025.
3 funds tracked by Wall St. Rank held WEBs Health Care XLV Defined Volatility ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.