KA
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Kovack Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Kovack Advisors’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,000
Closed -$139K – 579
2023
Q2 		$139K Hold
10,000
– – 0.02% 544
2023
Q1 		$137K Buy
+10,000
New +$149K 0.02% 544
2022
Q2 		– Sell
-11,100
Closed -$217K – 665
2022
Q1 		$217K Sell
11,100
-1,000
-8% -$19.8K 0.02% 629
2021
Q4 		$232K Hold
12,100
– – 0.02% 605
2021
Q3 		$222K Buy
12,100
+200
+2% +$3.83K 0.02% 629
2021
Q2 		$233K Hold
11,900
– – 0.03% 590
2021
Q1 		$230K Hold
11,900
– – 0.03% 548
2020
Q4 		$228K Hold
11,900
– – 0.03% 487
2020
Q3 		$179K Hold
11,900
– – 0.03% 424
2020
Q2 		$193K Sell
11,900
-500
-4% -$7.72K 0.04% 414
2020
Q1 		$153K Hold
12,400
– – 0.04% 388
2019
Q4 		$264K Buy
12,400
+1,500
+14% +$31K 0.05% 389
2019
Q3 		$219K Hold
10,900
– – 0.05% 405
2019
Q2 		$214K Buy
+10,900
New +$220K 0.05% 381

Other funds holding GSBD

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return