PAG
BDVL

Private Advisor Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Private Advisor 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 		$592K Buy
22,798
+988
+5% +$25.5K ﹤0.01% 1673
2026
Q1 		$538K Buy
21,810
+2,939
+16% +$73.9K ﹤0.01% 1813
2025
Q4 		$468K Sell
18,871
-18,090
-49% -$453K ﹤0.01% 1861
2025
Q3 		$924K Buy
+36,961
New +$921K ﹤0.01% 1414

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
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 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Private Advisor Group's BDVL Position: Q2 2026 in Review

Private Advisor Group increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 4.5% in Q2 2026, buying an estimated $25.5K and bringing the position to 22,798 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Private Advisor Group first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $924K in Q3 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Private Advisor Group held 22,798 shares of iShares Disciplined Volatility Equity Active ETF worth $592K as of Q2 2026.
  • Private Advisor Group bought 988 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $25.5K.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1673 holding.
  • Private Advisor Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Advisor Group's iShares Disciplined Volatility Equity Active ETF position peaked at $924K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.