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 Q2	$561K	Buy	21,582 +1,630	+8%	+$42.1K	0.16%	143
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Resurgent Financial Advisors's BDVL Position: Q2 2026 in Review

Resurgent Financial Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 8.2% in Q2 2026, buying an estimated $42.1K and bringing the position to 21,582 shares worth $561K. The position accounts for 0.16% of the portfolio, ranked #143.

Resurgent Financial Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Resurgent Financial Advisors held 21,582 shares of iShares Disciplined Volatility Equity Active ETF worth $561K as of Q2 2026.
Resurgent Financial Advisors bought 1,630 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $42.1K.
iShares Disciplined Volatility Equity Active ETF made up 0.16% of Resurgent Financial Advisors's portfolio in Q2 2026, its #143 holding.
Resurgent Financial Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.