MFG
BDVL

Magnus Financial Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Magnus Financial Group’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 		$300K Sell
11,536
-13,781
-54% -$356K 0.02% 310
2026
Q1 		$624K Sell
25,317
-109,452
-81% -$2.75M 0.05% 199
2025
Q4 		$3.34M Buy
134,769
+2,725
+2% +$68.2K 0.26% 78
2025
Q3 		$3.3M Buy
+132,044
New +$3.29M 0.26% 77

Other funds holding BDVL

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Magnus Financial Group's BDVL Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 54% in Q2 2026, selling an estimated $356K and leaving 11,536 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #310.

Magnus Financial Group first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.34M in Q4 2025. 16 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Magnus Financial Group held 11,536 shares of iShares Disciplined Volatility Equity Active ETF worth $300K as of Q2 2026.
  • Magnus Financial Group sold 13,781 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $356K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #310 holding.
  • Magnus Financial Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Magnus Financial Group's iShares Disciplined Volatility Equity Active ETF position peaked at $3.34M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.