IFWM
AVK

Institute for Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History

Institute for Wealth Management’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 		$40K Buy
+3,052
New +$38.4K ﹤0.01% 932

Other funds holding AVK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's AVK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Advent Convertible and Income Fund (AVK) in Q2 2026: 3,052 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings.

59 funds tracked by Wall St. Rank hold AVK as of Q2 2026.

  • Institute for Wealth Management held 3,052 shares of Advent Convertible and Income Fund worth $40K as of Q2 2026.
  • Advent Convertible and Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Advent Convertible and Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #932 holding.
  • 59 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.