Provenance Wealth Advisors
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Provenance Wealth Advisors’s Bluemonte Large Cap Value ETF BVAL Stock Holding History

Provenance Wealth Advisors’s Portfolio BVAL Stock Details BVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$104K Buy
+3,327
New +$106K 0.01% 598

Other funds holding BVAL

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Provenance Wealth Advisors's BVAL Position: Q3 2026 in Review

Provenance Wealth Advisors opened a new position in Bluemonte Large Cap Value ETF (BVAL) in Q3 2026: 3,327 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings.

6 funds tracked by Wall St. Rank hold BVAL as of Q3 2026.

  • Provenance Wealth Advisors held 3,327 shares of Bluemonte Large Cap Value ETF worth $104K as of Q3 2026.
  • Bluemonte Large Cap Value ETF was a new Provenance Wealth Advisors position in Q3 2026.
  • Bluemonte Large Cap Value ETF made up 0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #598 holding.
  • 6 funds tracked by Wall St. Rank held Bluemonte Large Cap Value ETF as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.