FPAS
BDVL

Focus Partners Advisor Solutions’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Focus Partners Advisor 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
Q1 		– Sell
-35,955
Closed -$892K – 1387
2025
Q4 		$892K Buy
+35,955
New +$900K 0.01% 531

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $162B AUM 16.35% 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 $1.34B AUM 15.16% 1-Year Est. Return

Focus Partners Advisor Solutions's BDVL Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q1 2026, closing a stake of 35,955 shares — an estimated $892K sold.

Focus Partners Advisor Solutions first reported a position in BDVL in Q4 2025 and held it in 1 quarter. The position peaked at $892K in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 35,955 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $892K.
  • Focus Partners Advisor Solutions first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's iShares Disciplined Volatility Equity Active ETF position peaked at $892K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.