Aviance Capital Partners, LLC THQ — TEKLA HEALTHCARE OPPORTUNITIES FUND

Ownership history in Aviance Capital Partners, LLC  ·  46 quarters on record

AI Ownership Summary

Aviance Capital Partners, LLC reported TEKLA HEALTHCARE OPPORTUNITIES FUND (THQ) in 46 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.3% in 2023 Q4. The latest visible filing shows THQ at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this THQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aviance Capital Partners, LLC's position in TEKLA HEALTHCARE OPPORTUNITIES FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

THQ was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

THQ stock page Aviance Capital Partners, LLC fund profile Aviance Capital Partners, LLC full holdings
How Aviance Capital Partners, LLC held THQ — position size vs. price
% of Fund (quarterly)    THQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 83,837 +2,138 +2.6% 0.18% $1.6M 2026-02-14 (Est.) $18.50
2025 Q3 ADDED — — — 81,699 +793 +1.0% 0.17% $1.4M 2025-10-29 $16.98
2025 Q2 REDUCED — — — 80,906 -2,070 -2.5% 0.19% $1.5M 2025-08-05 $14.45
2025 Q1 ADDED — — — 82,976 +1,447 +1.8% 0.24% $1.7M 2025-04-29 $17.31
2024 Q4 REDUCED — — — 81,529 -606 -0.7% 0.21% $1.5M 2025-02-07 $17.90
2024 Q3 ADDED — — — 82,135 +713 +0.9% 0.24% $1.8M 2024-11-07 $17.65
2024 Q2 ADDED — — — 81,422 +2,623 +3.3% 0.24% $1.7M 2024-08-09 $17.16
2024 Q1 ADDED — — — 78,799 +2,465 +3.2% 0.24% $1.6M 2024-04-18 $15.10
2023 Q4 REDUCED 15.8% +12.5% ❌ 76,334 -14,362 -15.8% 0.30% $1.4M 2024-02-06 $14.56
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding THQ

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 0.58% Next Level Private LLC 3Y 0.32% Samalin Investment Counsel, LLC 3Y 0.27% Madison Park Capital Advisors, LLC 0.18% Stolper Co 3Y 0.18% WEDBUSH SECURITIES INC 3Y 7Y 0.09% EVOLVE PRIVATE WEALTH, LLC 0.06% Maridea Wealth Management LLC 0.03% ARS Wealth Advisors Group, LLC 3Y 0.02% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.01%

FAQ About Aviance Capital Partners, LLC and THQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aviance Capital Partners, LLC reported owning THQ?

Aviance Capital Partners, LLC reported THQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported THQ position in Aviance Capital Partners, LLC's portfolio?

The largest reported portfolio weight for THQ was 0.30% in 2023 Q4.

What is the latest reported THQ position on this page?

The most recent filing on this page is 2025 Q4, when Aviance Capital Partners, LLC reported 83,837 shares, equal to 0.18% of portfolio, with an estimated market value of $1.6M.

What does the chart on this THQ ownership page compare?

The chart compares Aviance Capital Partners, LLC's quarterly THQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aviance Capital Partners, LLC time their THQ position?

Based on 13F filing dates vs. subsequent THQ price moves, Aviance Capital Partners, LLC correctly timed 20 out of 45 reported position changes (44%). The annualised alpha on THQ relative to SPY over the holding period was -4.2%.

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