RFA
BDVL

Resurgent Financial Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Resurgent Financial Advisors’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 		$492K Sell
19,952
-1,904
-9% -$47.9K 0.18% 139
2025
Q4 		$542K Buy
21,856
+533
+2% +$13.3K 0.27% 108
2025
Q3 		$533K Buy
+21,323
New +$532K 0.26% 114

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.34B AUM 15.16% 1-Year Est. Return

Resurgent Financial Advisors's BDVL Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 8.7% in Q1 2026, selling an estimated $47.9K and leaving 19,952 shares worth $492K. The position accounts for 0.18% of the portfolio, ranked #139.

Resurgent Financial Advisors first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Resurgent Financial Advisors held 19,952 shares of iShares Disciplined Volatility Equity Active ETF worth $492K as of Q1 2026.
  • Resurgent Financial Advisors sold 1,904 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $47.9K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.18% of Resurgent Financial Advisors's portfolio in Q1 2026, its #139 holding.
  • Resurgent Financial Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Resurgent Financial Advisors's iShares Disciplined Volatility Equity Active ETF position peaked at $542K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.