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Portfolio (Quarterly) Guide ↗

Kovack Advisors, Inc.

· CIK 0001728321
13F Portfolio $2.1B AUM 1,070 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 153 New 389 Added 399 Reduced 94 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SIL GLOBAL X FDS 11,783 $1.1M 0.06% SOLD
22 CME CME GROUP INC Financial Services 3,352 $991K 0.05% SOLD
23 USO UNITED STS OIL FD LP Financial Services 6,428 $814K 0.04% SOLD
24 HAFN HAFNIA LTD Industrials 102,353 $778K 0.04% SOLD
25 ASST STRIVE INC Communication Services 46,533 $714K 0.04% SOLD
26 DD DUPONT DE NEMOURS INC Basic Materials 14,398 $665K 0.04% SOLD
27 CLIP GLOBAL X FDS 5,340 $636K 0.03% SOLD
28 NUKZ EXCHANGE TRADED CONCEPTS TRU 9,009 $593K 0.03% SOLD
29 INNOVATOR ETFS TRUST 16,025 $574K 0.03% SOLD
30 ETG EATON VANCE TX ADV GLBL DIV Financial Services 26,563 $543K 0.03% SOLD
31 MLPX GLOBAL X FDS 6,550 $453K 0.02% SOLD
32 CCL CARNIVAL CORP Consumer Cyclical 16,906 $443K 0.02% SOLD
33 E ENI SPA Energy 7,658 $433K 0.02% SOLD
34 ENTERGY CORP NEW 3,822 $431K 0.02% SOLD
35 KB KB FINL GROUP INC Financial Services 4,289 $428K 0.02% SOLD
36 ETF SER SOLUTIONS 16,788 $421K 0.02% SOLD
37 SLJY AMPLIFY ETF TR 11,005 $404K 0.02% SOLD
38 TSMY TIDAL TRUST II 22,011 $400K 0.02% SOLD
39 RSBT TIDAL TRUST II 20,101 $379K 0.02% SOLD
40 BSX BOSTON SCIENTIFIC CORP Healthcare 5,750 $360K 0.02% SOLD
Page 2 of 5  ·  94 positions
Sector Allocation
Technology 40.3%
Financial Services 22.4%
Consumer Cyclical 8.6%
Industrials 5.9%
Healthcare 5.7%
Communication Services 4.6%
Energy 3.6%
Consumer Defensive 3.2%
Basic Materials 2.2%
Utilities 1.9%