Park Place Capital’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Park Place Capital’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	$110K	Sell	4,466 -106	-2%	-$2.67K	0.02%	249
2025 Q4	$113K	Buy	4,572 +48	+1%	+$1.2K	0.02%	236
2025 Q3	$113K	Buy	+4,524	New	+$113K	0.02%	240

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

Park Place Capital's BDVL Position: Q1 2026 in Review

Park Place Capital reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2.3% in Q1 2026, selling an estimated $2.67K and leaving 4,466 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #249.

Park Place Capital first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $113K in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

Park Place Capital held 4,466 shares of iShares Disciplined Volatility Equity Active ETF worth $110K as of Q1 2026.
Park Place Capital sold 106 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $2.67K.
iShares Disciplined Volatility Equity Active ETF made up 0.02% of Park Place Capital's portfolio in Q1 2026, its #249 holding.
Park Place Capital first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
Park Place Capital's iShares Disciplined Volatility Equity Active ETF position peaked at $113K in Q4 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Park Place Capital's 13F filing for Q1 2026, filed 9 Apr 2026.