Position in AVA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$761,621
+$87,430 QoQ
Shares Held
18,617
+10.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 413 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Janney Montgomery Scott LLC holds $27,269,918 across 5 Utilities - Diversified names. AVA ranks #3 (2.8% of the industry book) .
All Filings in AVA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,621 | 18,617 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $674,191 | 16,796 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $693,527 | 17,995 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $693,813 | 18,350 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $701,240 | 18,478 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $738,963 | 17,649 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $589,303 | 16,088 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $648,248 | 16,729 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||