WA
BDVL

Waverly Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Waverly 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
Q1 		$8.61M Buy
349,455
+25,633
+8% +$645K 0.06% 288
2025
Q4 		$8.03M Buy
323,822
+29,995
+10% +$751K 0.07% 281
2025
Q3 		$7.35M Buy
+293,827
New +$7.33M 0.07% 257

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

Waverly Advisors's BDVL Position: Q1 2026 in Review

Waverly Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 7.9% in Q1 2026, buying an estimated $645K and bringing the position to 349,455 shares worth $8.61M. The position accounts for 0.06% of the portfolio, ranked #288.

Waverly Advisors first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Waverly Advisors held 349,455 shares of iShares Disciplined Volatility Equity Active ETF worth $8.61M as of Q1 2026.
  • Waverly Advisors bought 25,633 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $645K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #288 holding.
  • Waverly Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.