ASGL
BDVL

Advisory Solutions Group, LLC’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Advisory Solutions Group, LLC’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 		$483K Buy
+18,589
New +$480K 0.16% 119

Other funds holding BDVL

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

Advisory Solutions Group, LLC's BDVL Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 18,589 shares worth $483K. The stake represents 0.16% of the portfolio and ranks #119 among its holdings.

25 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Advisory Solutions Group, LLC held 18,589 shares of iShares Disciplined Volatility Equity Active ETF worth $483K as of Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF made up 0.16% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #119 holding.
  • 25 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.