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 		$708K Buy
27,250
+1,034
+4% +$26.7K 0.07% 118
2026
Q1 		$646K Sell
26,216
-841
-3% -$21.2K 0.07% 115
2025
Q4 		$671K Buy
27,057
+168
+0.6% +$4.21K 0.07% 111
2025
Q3 		$672K Buy
+26,889
New +$670K 0.08% 110

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3.9% in Q2 2026, buying an estimated $26.7K and bringing the position to 27,250 shares worth $708K. The position accounts for 0.07% of the portfolio, ranked #118.

Legacy Edge Advisors 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.

  • Legacy Edge Advisors held 27,250 shares of iShares Disciplined Volatility Equity Active ETF worth $708K as of Q2 2026.
  • Legacy Edge Advisors bought 1,034 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $26.7K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #118 holding.
  • Legacy Edge Advisors 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 Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.