CWA Asset Management Group’s Avista AVA Stock Holding History

CWA Asset Management Group’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	$6.86M	Buy	167,764 +19,562	+13%	+$805K	0.21%	112
2026 Q1	$5.95M	Buy	148,202 +23,907	+19%	+$965K	0.2%	109
2025 Q4	$4.79M	Buy	124,295 +36,342	+41%	+$1.42M	0.17%	121
2025 Q3	$3.33M	Buy	87,953 +9,582	+12%	+$356K	0.12%	158
2025 Q2	$2.97M	Buy	78,371 +18,081	+30%	+$713K	0.13%	157
2025 Q1	$2.52M	Buy	60,290 +14,633	+32%	+$555K	0.12%	160
2024 Q4	$1.67M	Buy	+45,657	New	+$1.71M	0.08%	185

Other funds holding AVA

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

CWA Asset Management Group's AVA Position: Q2 2026 in Review

CWA Asset Management Group increased its Avista (AVA) stake by 13% in Q2 2026, buying an estimated $805K and bringing the position to 167,764 shares worth $6.86M. The position accounts for 0.21% of the portfolio, ranked #112.

CWA Asset Management Group first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

CWA Asset Management Group held 167,764 shares of Avista worth $6.86M as of Q2 2026.
CWA Asset Management Group bought 19,562 Avista shares in Q2 2026, an estimated $805K.
Avista made up 0.21% of CWA Asset Management Group's portfolio in Q2 2026, its #112 holding.
CWA Asset Management Group first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.