AIM
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Axiom Investment Management’s Advent Convertible and Income Fund AVK Stock Holding History

Axiom Investment 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
2026
Q2 		$26.4K Buy
2,016
+96
+5% +$1.21K 0.02% 267
2026
Q1 		$21.4K Buy
+1,920
New +$23.8K 0.02% 268

Other funds holding AVK

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Axiom Investment Management's AVK Position: Q2 2026 in Review

Axiom Investment Management increased its Advent Convertible and Income Fund (AVK) stake by 5% in Q2 2026, buying an estimated $1.21K and bringing the position to 2,016 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #267.

Axiom Investment Management first reported a position in AVK in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold AVK as of Q2 2026.

  • Axiom Investment Management held 2,016 shares of Advent Convertible and Income Fund worth $26.4K as of Q2 2026.
  • Axiom Investment Management bought 96 Advent Convertible and Income Fund shares in Q2 2026, an estimated $1.21K.
  • Advent Convertible and Income Fund made up 0.02% of Axiom Investment Management's portfolio in Q2 2026, its #267 holding.
  • Axiom Investment Management first reported a position in Advent Convertible and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.