Gen-Wealth Partners »

Advent Claymore Convertible Sec & Inc shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of Advent Claymore Convertible Sec & Inc (AVK) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in Advent Claymore Convertible Sec & Inc

Tip: Access up to 7 years of quarterly data

All positions including Advent Claymore Convertible Sec & Inc held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advent Claymore Convertible Sec & Inc by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3k 495 12.79
2025-06-30 $6.0k 495 12.11
2025-03-31 $5.7k 495 11.53
2024-12-31 $5.8k 495 11.77
2024-09-30 $5.5k 495 11.15
2024-06-30 $5.9k 495 11.92
2024-03-31 $5.9k 495 11.94

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Advent Claymore Convertible Sec & Inc

Sit Investment Associates
Raymond James Financial
Penserra Capital Management
Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Guggenheim Capital, LLC Managers
LPL Financial
Koshinski Asset Management
Baird Financial
Arete Wealth Advisors
Absolute Investment Advisers
Fca Corp
Steward Partners Investment Advisory
Commonwealth Equity Services

View all funds holding Advent Claymore Convertible Sec & Inc