Sowell Financial Services
BDVL icon

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

Sowell 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
Q3 		$338K Buy
+12,931
New +$341K 0.01% 847

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RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Strategic Blueprint
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Two West Capital Advisors
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Milestone Asset Management Group
Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM

Sowell Financial Services's BDVL Position: Q3 2026 in Review

Sowell Financial Services opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q3 2026: 12,931 shares worth $338K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings.

14 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

  • Sowell Financial Services held 12,931 shares of iShares Disciplined Volatility Equity Active ETF worth $338K as of Q3 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new Sowell Financial Services position in Q3 2026.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #847 holding.
  • 14 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.