Greenberg Financial Group’s Advent Convertible and Income Fund AVK Stock Holding History

Greenberg Financial Group’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 Q4	$596K	Buy	+47,510	New	+$601K	0.25%	53

Other funds holding AVK

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Greenberg Financial Group's AVK Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Advent Convertible and Income Fund (AVK) in Q4 2025: 47,510 shares worth $596K. The stake represents 0.25% of the portfolio and ranks #53 among its holdings.

98 funds tracked by Wall St. Rank hold AVK as of Q4 2025.

Greenberg Financial Group held 47,510 shares of Advent Convertible and Income Fund worth $596K as of Q4 2025.
Advent Convertible and Income Fund was a new Greenberg Financial Group position in Q4 2025.
Advent Convertible and Income Fund made up 0.25% of Greenberg Financial Group's portfolio in Q4 2025, its #53 holding.
98 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.