KAS
AVK

Kestra Advisory Services’s Advent Convertible and Income Fund AVK Stock Holding History

Kestra Advisory Services’s Portfolio AVK Stock Details AVK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$119K Buy
2023
Q1 		– Sell
2022
Q4 		$133K Buy
2022
Q3 		– Sell
2022
Q2 		$125K Buy
2021
Q4 		– Sell
2021
Q3 		$258K Sell
2021
Q2 		$288K Sell
2021
Q1 		$277K Sell
2020
Q4 		$282K Buy
2020
Q3 		$211K Buy