AWM
AVK

Atticus Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History

Atticus Wealth Management’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-837
Closed -$10.1K – 230
2025
Q2 		$10.1K Hold
837
– – ﹤0.01% 478
2025
Q1 		$9.65K Hold
837
– – ﹤0.01% 385
2024
Q4 		$9.85K Hold
837
– – ﹤0.01% 393
2024
Q3 		$9.83K Sell
837
-23
-3% -$277 ﹤0.01% 391
2024
Q2 		$9.98K Buy
+860
New +$9.92K ﹤0.01% 388

Other funds holding AVK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Atticus Wealth Management's AVK Position: Q3 2025 in Review

Atticus Wealth Management sold out of Advent Convertible and Income Fund (AVK) in Q3 2025, closing a stake of 837 shares — an estimated $10.1K sold.

Atticus Wealth Management first reported a position in AVK in Q2 2024 and held it in 5 quarters. The position peaked at $10.1K in Q2 2025. 95 funds tracked by Wall St. Rank hold AVK as of Q3 2025.

  • Atticus Wealth Management reported no remaining Advent Convertible and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 837 Advent Convertible and Income Fund shares in Q3 2025, an estimated $10.1K.
  • Atticus Wealth Management first reported a position in Advent Convertible and Income Fund in Q2 2024 and held it in 5 quarters.
  • Atticus Wealth Management's Advent Convertible and Income Fund position peaked at $10.1K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.