Provenance Wealth Advisors, LLC
Position in IPO — Renaissance IPO ETF
CIK 2081584
FORT LAUDERDALE, FL
Position in IPO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$13,611
-$1,225 QoQ
Shares Held
325
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IPO Over Time
Shares Held
Position Value (USD)
All Filings in IPO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,611 | 325 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,836 | 325 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,107 | 325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,605 | 325 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $12,203 | 325 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $14,160 | 325 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||