Highline Wealth Partners’s Advent Convertible and Income Fund AVK Stock Holding History

Highline Wealth Partners’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
2026 Q2	$2.88K	Hold	220	–	–	﹤0.01%	1068
2026 Q1	$2.46K	Hold	220	–	–	﹤0.01%	1016
2025 Q4	$2.76K	Sell	220 -280	-56%	-$3.54K	﹤0.01%	781
2025 Q3	$6.39K	Buy	+500	New	+$6.2K	﹤0.01%	512

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Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return