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Advent Claymore Convertible Sec & Inc shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advent Claymore Convertible Sec & Inc by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $461k 37k 12.54
2025-09-30 $470k 37k 12.79
2025-06-30 $445k 37k 12.11
2025-03-31 $221k 19k 11.51

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Top funds holding Advent Claymore Convertible Sec & Inc

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

View all funds holding Advent Claymore Convertible Sec & Inc