Kestra Advisory Services’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Kestra Advisory Services’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	-7,679	Closed	-$190K	–	4608
2025 Q4	$190K	Sell	7,679 -1,280	-14%	-$32K	﹤0.01%	2932
2025 Q3	$224K	Buy	+8,959	New	+$223K	﹤0.01%	2659

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Kestra Advisory Services's BDVL Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q1 2026, closing a stake of 7,679 shares — an estimated $190K sold.

Kestra Advisory Services first reported a position in BDVL in Q3 2025 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

Kestra Advisory Services reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 7,679 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $190K.
Kestra Advisory Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and held it in 2 quarters.
Kestra Advisory Services's iShares Disciplined Volatility Equity Active ETF position peaked at $224K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.