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Ballew Advisors, Inc

Position in AVK — Advent Convertible & Income Fund

CIK 1729096 Jackson, MS

Position in AVK

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$115,785
-$10,580 QoQ
Shares Held
10,375
+3.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVK Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Ballew Advisors, Inc holds $378,482 across 2 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in AVK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $115,785 10,375
2025-12-31 $126,365 10,077