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Bullock Wealth Management’s AvePoint AVPT Stock Holding History

Bullock Wealth Management’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Buy
+759
New +$9.93K ﹤0.01% 430

Other funds holding AVPT

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Bullock Wealth Management's AVPT Position: Q3 2026 in Review

Bullock Wealth Management opened a new position in AvePoint (AVPT) in Q3 2026: 759 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings.

7 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Bullock Wealth Management held 759 shares of AvePoint worth $10.7K as of Q3 2026.
  • AvePoint was a new Bullock Wealth Management position in Q3 2026.
  • AvePoint made up ﹤0.01% of Bullock Wealth Management's portfolio in Q3 2026, its #430 holding.
  • 7 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Bullock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.