PS
BDVL

Principal Securities’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,336
Closed -$83.4K – 3736
2025
Q3 		$83.4K Buy
+3,336
New +$83.2K ﹤0.01% 1676

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Principal Securities's BDVL Position: Q4 2025 in Review

Principal Securities sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q4 2025, closing a stake of 3,336 shares — an estimated $83.4K sold.

Principal Securities first reported a position in BDVL in Q3 2025 and held it in 1 quarter. The position peaked at $83.4K in Q3 2025. 80 funds tracked by Wall St. Rank hold BDVL as of Q4 2025.

  • Principal Securities reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,336 iShares Disciplined Volatility Equity Active ETF shares in Q4 2025, an estimated $83.4K.
  • Principal Securities first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's iShares Disciplined Volatility Equity Active ETF position peaked at $83.4K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.