Kovack Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Kovack Advisors’s Portfolio EDF Stock Details EDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Buy	23,686 +7,573	+47%	+$40.1K	0.01%	1030
2026 Q1	$77.1K	Buy	16,113 +559	+4%	+$2.81K	﹤0.01%	984
2025 Q4	$77.3K	Buy	+15,554	New	+$76.6K	﹤0.01%	989
2023 Q2	–	Sell	-10,300	Closed	-$47.1K	–	600
2023 Q1	$47.1K	Buy	+10,300	New	+$49.9K	0.01%	576
2022 Q2	–	Sell	-20,516	Closed	-$133K	–	639
2022 Q1	$133K	Buy	+20,516	New	+$129K	0.01%	676
2021 Q1	–	Sell	-13,165	Closed	-$106K	–	656
2020 Q4	$106K	Sell	13,165 -2,200	-14%	-$15.7K	0.02%	560
2020 Q3	$100K	Buy	15,365 +448	+3%	+$3.15K	0.02%	462
2020 Q2	$105K	Sell	14,917 -352	-2%	-$2.42K	0.02%	440
2020 Q1	$113K	Buy	+15,269	New	+$179K	0.03%	400
2019 Q4	–	Sell	-13,411	Closed	-$176K	–	499
2019 Q3	$176K	Buy	13,411 +376	+3%	+$5.12K	0.04%	436
2019 Q2	$182K	Buy	13,035 +948	+8%	+$12.8K	0.04%	403
2019 Q1	$158K	Buy	12,087 +500	+4%	+$6.45K	0.04%	393
2018 Q4	$129K	Buy	+11,587	New	+$140K	0.04%	371

Other funds holding EDF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFG

Stonebridge Financial Group San Rafael, California $722M AUM

Kovack Advisors's EDF Position: Q2 2026 in Review

Kovack Advisors increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 47% in Q2 2026, buying an estimated $40.1K and bringing the position to 23,686 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #1030.

Kovack Advisors first reported a position in EDF in Q4 2018 and has held it in 13 quarters since. The position peaked at $182K in Q2 2019. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

Kovack Advisors held 23,686 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $132K as of Q2 2026.
Kovack Advisors bought 7,573 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $40.1K.
Virtus Stone Harbor Emerging Markets Income Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1030 holding.
Kovack Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2018 and has held it in 13 quarters since.
Kovack Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $182K in Q2 2019.
46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.