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Portfolio (Quarterly) Guide ↗

Kovack Advisors, Inc.

· CIK 0001728321
13F Portfolio $1.9B AUM 1,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 369 Added 427 Reduced 115 Exited
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 46,023 $282K 0.01% SOLD
62 FXR FIRST TR EXCHANGE TRADED FD 3,462 $277K 0.01% SOLD
63 ARKF ARK ETF TR 5,702 $272K 0.01% SOLD
64 XLG INVESCO EXCHANGE TRADED FD T 4,553 $270K 0.01% SOLD
65 FOXA FOX CORP Communication Services 3,618 $264K 0.01% SOLD
66 TIDAL TRUST II 68,500 $264K 0.01% SOLD
67 MSTU ETF OPPORTUNITIES TRUST 31,503 $262K 0.01% SOLD
68 IVOL KRANESHARES TRUST 13,606 $261K 0.01% SOLD
69 SHW SHERWIN WILLIAMS CO Basic Materials 802 $260K 0.01% SOLD
70 CHRD CHORD ENERGY CORPORATION Energy 2,759 $256K 0.01% SOLD
71 NUVEEN S&P 500 BUY-WRITE INC 17,278 $254K 0.01% SOLD
72 THW ABRDN WORLD HEALTHCARE FUND Financial Services 19,660 $251K 0.01% SOLD
73 PAYX PAYCHEX INC Industrials 2,231 $250K 0.01% SOLD
74 BAB INVESCO EXCH TRADED FD TR II 9,180 $250K 0.01% SOLD
75 KWEB KRANESHARES TRUST 7,293 $248K 0.01% SOLD
76 EW EDWARDS LIFESCIENCES CORP Healthcare 2,870 $245K 0.01% SOLD
77 XFIV BONDBLOXX ETF TRUST 4,900 $242K 0.01% SOLD
78 PGR PROGRESSIVE CORP Financial Services 1,062 $242K 0.01% SOLD
79 EXACT SCIENCES CORP 2,359 $240K 0.01% SOLD
80 BCOR GRAYSCALE FUNDS TRUST 9,339 $237K 0.01% SOLD
Page 4 of 6  ·  115 positions
Sector Allocation
Technology 34.5%
Financial Services 20.7%
Consumer Cyclical 10.2%
Communication Services 6.8%
Industrials 6.6%
Healthcare 6.1%
Energy 6.1%
Consumer Defensive 3.6%
Utilities 2.1%
Real Estate 1.9%