Triumph Capital Management
AVK icon

Triumph Capital Management’s Advent Convertible and Income Fund AVK Stock Holding History

Triumph Capital 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
Q3 		$11.8K Hold
1,026
– – ﹤0.01% 1151
2026
Q2 		$13.4K Hold
1,026
– – ﹤0.01% 1073
2026
Q1 		$11.4K Hold
1,026
– – ﹤0.01% 1075
2025
Q4 		$12.9K Buy
+1,026
New +$13K ﹤0.01% 997

Other funds holding AVK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triumph Capital Management's AVK Position: Q3 2026 in Review

Triumph Capital Management held its Advent Convertible and Income Fund (AVK) position steady in Q3 2026 at 1,026 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Triumph Capital Management first reported a position in AVK in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q2 2026. 43 funds tracked by Wall St. Rank hold AVK as of Q3 2026.

  • Triumph Capital Management held 1,026 shares of Advent Convertible and Income Fund worth $11.8K as of Q3 2026.
  • Triumph Capital Management left its Advent Convertible and Income Fund share count unchanged in Q3 2026.
  • Advent Convertible and Income Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1151 holding.
  • Triumph Capital Management first reported a position in Advent Convertible and Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Advent Convertible and Income Fund position peaked at $13.4K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.