Kovack Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAT
Kovack Advisors's DFAT Position: Q2 2026 in Review
Kovack Advisors increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.21% in Q2 2026, buying an estimated $601 and bringing the position to 4,277 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #794.
Kovack Advisors first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.
- Kovack Advisors held 4,277 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $298K as of Q2 2026.
- Kovack Advisors bought 9 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $601.
- U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #794 holding.
- Kovack Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
- 863 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.