MADE β€” ISHARES TR US MANUFACTURING

Ownership history in Provenance Wealth Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Provenance Wealth Advisors, LLC reported ISHARES TR US MANUFACTURING (MADE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows MADE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MADE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Provenance Wealth Advisors, LLC's position in ISHARES TR US MANUFACTURING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MADE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Provenance Wealth Advisors, LLC held MADE β€” position size vs. price
% of Fund (quarterly)    MADE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 540 β€” 0% 0.00% $18K 2026-04-20 $37.29
2025 Q4 REDUCED 540 -169 -23.8% 0.00% $17K 2026-01-26 $33.85
2025 Q3 UNCHANGED 709 β€” 0% 0.00% $21K 2025-11-12 $31.01
2025 Q2 INITIATED 709 β€” β€” 0.00% $16K 2025-08-15 $27.86

FAQ About Provenance Wealth Advisors, LLC and MADE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Provenance Wealth Advisors, LLC reported owning MADE?

Provenance Wealth Advisors, LLC reported MADE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MADE position in Provenance Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for MADE was 0.00% in 2025 Q3.

What is the latest reported MADE position on this page?

The most recent filing on this page is 2026 Q1, when Provenance Wealth Advisors, LLC reported 540 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this MADE ownership page compare?

The chart compares Provenance Wealth Advisors, LLC's quarterly MADE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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