TPWA
BDVL

Twin Peaks Wealth Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Twin Peaks Wealth 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 		– Sell
-217
Closed -$5.35K – 2354
2026
Q1 		$5.35K Buy
+217
New +$5.46K ﹤0.01% 1359

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.49B AUM 20.41% 1-Year Est. Return

Twin Peaks Wealth Advisors's BDVL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026, closing a stake of 217 shares — an estimated $5.35K sold.

Twin Peaks Wealth Advisors first reported a position in BDVL in Q1 2026 and held it in 1 quarter. The position peaked at $5.35K in Q1 2026. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 217 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $5.35K.
  • Twin Peaks Wealth Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's iShares Disciplined Volatility Equity Active ETF position peaked at $5.35K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.