LEA
BDVL

Legacy Edge Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Legacy Edge Advisors’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 		– Sell
-26,216
Closed -$646K – 242
2026
Q1 		$646K Sell
26,216
-841
-3% -$21.2K 0.07% 115
2025
Q4 		$671K Buy
+27,057
New +$677K 0.07% 111

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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 $1.49B AUM 20.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legacy Edge Advisors's BDVL Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026, closing a stake of 26,216 shares — an estimated $646K sold.

Legacy Edge Advisors first reported a position in BDVL in Q4 2025 and held it in 2 quarters. The position peaked at $671K in Q4 2025. 47 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 26,216 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $646K.
  • Legacy Edge Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares Disciplined Volatility Equity Active ETF position peaked at $671K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.