UBS Group
BDVL

UBS Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

UBS Group’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 		$185K Buy
7,110
+6,871
+2,875% +$177K ﹤0.01% 6838
2026
Q1 		$5.89K Buy
+239
New +$6.01K ﹤0.01% 8735
2025
Q4 		– Sell
-6,233
Closed -$156K – 11609
2025
Q3 		$156K Buy
+6,233
New +$155K ﹤0.01% 6811

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

UBS Group's BDVL Position: Q2 2026 in Review

UBS Group increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2,875% in Q2 2026, buying an estimated $177K and bringing the position to 7,110 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #6838.

UBS Group first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • UBS Group held 7,110 shares of iShares Disciplined Volatility Equity Active ETF worth $185K as of Q2 2026.
  • UBS Group bought 6,871 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $177K.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6838 holding.
  • UBS Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.