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

Independent 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
2026 Q2	$210K	Buy	+16,000	New	+$201K	﹤0.01%	1456
2020 Q4	–	Sell	-11,903	Closed	-$160K	–	568
2020 Q3	$160K	Sell	11,903 -3,319	-22%	-$44.9K	0.03%	473
2020 Q2	$194K	Sell	15,222 -803	-5%	-$9.61K	0.04%	422
2020 Q1	$166K	Buy	+16,025	New	+$223K	0.05%	352

Other funds holding AVK

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return