Provenance Wealth Advisors, LLC
Position in OTIS — Otis Worldwide Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,510
+$40 QoQ
Shares Held
63
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,118
of 1,211 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $765,048 across 12 Specialty Industrial Machinery names. OTIS ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
530 | $225,843 | |
| 2 | EMR |
Emerson Electric Co
|
1,326 | $189,816 | |
| 3 | CMI |
Cummins Inc
|
183 | $130,517 | |
| 4 | ITT |
Itt Inc.
|
450 | $88,992 | |
| 5 | GEV |
GE Vernova Inc.
|
73 | $85,764 | |
| 6 | IR |
Ingersoll Rand Inc.
|
354 | $29,024 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
63 | $4,510 | |
| 8 | AME |
Ametek Inc/
|
17 | $4,112 |
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,510 | 63 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,470 | 58 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,066 | 58 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,302 | 58 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,743 | 58 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,224 | 70 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $6,482 | 70 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $7,275 | 70 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $6,738 | 70 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $6,948 | 70 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $6,262 | 70 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,044 | 13 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||