PFS
BDVL

Prospera Financial Services’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Prospera Financial Services’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 		$477K Buy
18,379
+4,090
+29% +$106K 0.01% 1062
2026
Q1 		$352K Buy
+14,289
New +$360K 0.01% 1146

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Prospera Financial Services's BDVL Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 29% in Q2 2026, buying an estimated $106K and bringing the position to 18,379 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1062.

Prospera Financial Services first reported a position in BDVL in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Prospera Financial Services held 18,379 shares of iShares Disciplined Volatility Equity Active ETF worth $477K as of Q2 2026.
  • Prospera Financial Services bought 4,090 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $106K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1062 holding.
  • Prospera Financial Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.