SS
BDVL

Sunbelt Securities’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Sunbelt Securities’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 		$381K Sell
15,467
-6,717
-30% -$169K 0.02% 468
2025
Q4 		$550K Buy
22,184
+1,096
+5% +$27.4K 0.04% 373
2025
Q3 		$527K Buy
+21,088
New +$526K 0.04% 374

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

Sunbelt Securities's BDVL Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 30% in Q1 2026, selling an estimated $169K and leaving 15,467 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #468.

Sunbelt Securities first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $550K in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Sunbelt Securities held 15,467 shares of iShares Disciplined Volatility Equity Active ETF worth $381K as of Q1 2026.
  • Sunbelt Securities sold 6,717 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $169K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #468 holding.
  • Sunbelt Securities first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares Disciplined Volatility Equity Active ETF position peaked at $550K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.