Envestnet Portfolio Solutions
BDVL

Envestnet Portfolio Solutions’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Envestnet Portfolio Solutions’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 		$22.2M Buy
852,768
+67,527
+9% +$1.74M 0.11% 121
2026
Q1 		$19.4M Buy
785,241
+32,684
+4% +$822K 0.11% 114
2025
Q4 		$18.7M Buy
752,557
+130,801
+21% +$3.27M 0.07% 152
2025
Q3 		$15.5M Buy
+621,756
New +$15.5M 0.06% 168

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
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions's BDVL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 8.6% in Q2 2026, buying an estimated $1.74M and bringing the position to 852,768 shares worth $22.2M. The position accounts for 0.11% of the portfolio, ranked #121.

Envestnet Portfolio Solutions first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Envestnet Portfolio Solutions held 852,768 shares of iShares Disciplined Volatility Equity Active ETF worth $22.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 67,527 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $1.74M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.11% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #121 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.