KA
CGBD icon

Kovack Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Kovack Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,875
Closed -$446K – 589
2024
Q4 		$446K Sell
24,875
-7,306
-23% -$126K 0.04% 335
2024
Q3 		$546K Sell
32,181
-4,708
-13% -$81.3K 0.06% 287
2024
Q2 		$654K Sell
36,889
-522
-1% -$9.06K 0.07% 248
2024
Q1 		$609K Sell
37,411
-484
-1% -$7.58K 0.07% 222
2023
Q4 		$567K Buy
37,895
+4,957
+15% +$72.1K 0.07% 275
2023
Q3 		$478K Sell
32,938
-2,131
-6% -$31.9K 0.07% 270
2023
Q2 		$511K Hold
35,069
– – 0.07% 293
2023
Q1 		$478K Buy
+35,069
New +$516K 0.07% 305

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return