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Provenance Wealth Advisors, LLC → HODL

Provenance Wealth Advisors, LLC HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
13
Latest value
$440K
Q3 2026
Peak value
$92.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$90.5M
Q3 2025$147K
Q4 2025$92.3M
Q4 2025$84K
Q1 2026$83.7M
Q1 2026$215K
Q2 2026$87.8M
Q2 2026$369K
Q3 2026$18K
Q3 2026$51M
Q3 2026$4.7M
Q3 2026$10K
Q3 2026$440K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$440K18.6K——
Q3 2026$10K42——
Q3 2026$4.7M7.8K——
Q3 2026$51M482.6K——
Q3 2026$18K1.0K——
Q2 2026$369K562——
Q2 2026$87.8M844.4K——
Q1 2026$215K562——
Q1 2026$83.7M866.0K——
Q4 2025$84K234——
Q4 2025$92.3M891.3K——
Q3 2025$147K450——
Q3 2025$90.5M912.9K——

Other funds holding HODL

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
VGES

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$85.1M
VGES

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$77.6M