Creative Planning
AVK

Creative Planning’s Advent Convertible and Income Fund AVK Stock Holding History

Creative Planning’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
Q2 		$1.93M Hold
2025
Q1 		$1.84M Sell
2024
Q4 		$1.89M Buy
2017
Q3 		– Sell
2017
Q2 		$10K Buy
2016
Q4 		– Sell
2016
Q3 		$0 Hold
2016
Q2 		$0 Buy
2015
Q2 		– Sell
2015
Q1 		$2K Sell
2014
Q4 		$3K Buy