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Clearstead Advisors’s Avista AVA Stock Holding History

Clearstead Advisors’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31K Buy
+81
New +$3.33K ﹤0.01% 2306
2025
Q4 		– Sell
-279
Closed -$10.5K – 2786
2025
Q3 		$10.5K Buy
+279
New +$10.4K ﹤0.01% 1915

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's AVA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Avista (AVA) in Q2 2026: 81 shares worth $3.31K. The stake represents ﹤0.01% of the portfolio and ranks #2306 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AVA as recently as Q3 2025.

Clearstead Advisors first reported a position in AVA in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.5K in Q3 2025. 194 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Clearstead Advisors held 81 shares of Avista worth $3.31K as of Q2 2026.
  • Avista was a new Clearstead Advisors position in Q2 2026.
  • Avista made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2306 holding.
  • Clearstead Advisors first reported a position in Avista in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Avista position peaked at $10.5K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.