Wealthspire Advisors (New York)’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Wealthspire Advisors (New York)’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	$509K	Hold	20,634	–	–	﹤0.01%	564
2025 Q4	$512K	Hold	20,634	–	–	﹤0.01%	595
2025 Q3	$516K	Buy	+20,634	New	+$514K	﹤0.01%	527

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Wealthspire Advisors (New York)'s BDVL Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares Disciplined Volatility Equity Active ETF (BDVL) position steady in Q1 2026 at 20,634 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Wealthspire Advisors (New York) first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $516K in Q3 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

Wealthspire Advisors (New York) held 20,634 shares of iShares Disciplined Volatility Equity Active ETF worth $509K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares Disciplined Volatility Equity Active ETF share count unchanged in Q1 2026.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #564 holding.
Wealthspire Advisors (New York) first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
Wealthspire Advisors (New York)'s iShares Disciplined Volatility Equity Active ETF position peaked at $516K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.