Wealth Enhancement Advisory Services
AVK

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

Wealth Enhancement Advisory Services’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 		$376K Buy
28,815
+67
+0.2% +$844 ﹤0.01% 2972
2026
Q1 		$332K Sell
28,748
-27,072
-48% -$335K ﹤0.01% 2679
2025
Q4 		$716K Buy
55,820
+5,200
+10% +$65.8K ﹤0.01% 2198
2025
Q3 		$649K Buy
50,620
+571
+1% +$7.08K ﹤0.01% 2146
2025
Q2 		$612K Buy
50,049
+3,166
+7% +$36.1K ﹤0.01% 2076
2025
Q1 		$541K Buy
46,883
+1,374
+3% +$16.4K ﹤0.01% 2002
2024
Q4 		$536K Buy
45,509
+4,146
+10% +$48.7K ﹤0.01% 1946
2024
Q3 		$486K Sell
41,363
-102,761
-71% -$1.24M ﹤0.01% 1851
2024
Q2 		$1.67M Buy
144,124
+11,005
+8% +$127K ﹤0.01% 1064
2024
Q1 		$1.55M Buy
133,119
+1,251
+0.9% +$14.3K ﹤0.01% 1060
2023
Q4 		$1.46M Sell
131,868
-7,132
-5% -$71.5K ﹤0.01% 1011
2023
Q3 		$1.42M Buy
+139,000
New +$1.54M ﹤0.01% 974

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PFO
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CWM
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SFS
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CA
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IFG
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WCM
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EMAM
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TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
HWP
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