UCFA
AVK

United Capital Financial Advisors’s Advent Convertible and Income Fund AVK Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
2025
Q2 		$121K Sell
2025
Q1 		$129K Buy
2014
Q2 		– Sell
2014
Q1 		$200K Sell
2013
Q4 		$204K Buy
2013
Q3 		$193K Buy
2013
Q2 		$185K Buy