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Provenance Wealth Advisors, LLC → BGH

Provenance Wealth Advisors, LLC BGH Position History

Barings Global Short Duration High Yield Fund • Financial Services

Quarters held
1
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4K339——

Other funds holding BGH

Gridiron Partners, LLC
$127.9M
TSP Capital Management Group, LLC
$5.7M
TSP Capital Management Group, LLC
$5.6M
TSP Capital Management Group, LLC
$5.3M
TSP Capital Management Group, LLC
$5.1M
TSP Capital Management Group, LLC
$4.9M
MORGAN STANLEY
$4.5M
MORGAN STANLEY
$4.4M

Other Provenance Wealth Advisors, LLC positions

ETHA

ISHARES TR

$276.1M
ETHA

ISHARES TR CORE S&P TTL STK

$245.5M
ETHA

ISHARES TR CORE S&P TTL STK

$239.9M
ETHA

ISHARES TR CORE S&P TTL STK

$238.9M
ETHA

ISHARES TR CORE S&P TTL STK

$215.1M
VGES

VANGUARD STAR FDS

$93M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$92.3M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$90.5M
Provenance Wealth Advisors, LLC BGH Holdings: 13F Position History | Track13F