Kovack Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Kovack Advisors’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,911	Closed	-$289K	–	672
2022 Q1	$289K	Buy	+4,911	New	+$311K	0.03%	542
2021 Q4	–	Sell	-5,066	Closed	-$307K	–	736
2021 Q3	$307K	Hold	5,066	–	–	0.03%	516
2021 Q2	$291K	Buy	5,066 +546	+12%	+$32.4K	0.03%	532
2021 Q1	$256K	Buy	+4,520	New	+$239K	0.03%	519
2017 Q3	–	Sell	-4,928	Closed	-$224K	–	390
2017 Q2	$224K	Sell	4,928 -10,099	-67%	-$449K	0.07%	310
2017 Q1	$673K	Buy	+15,027	New	+$694K	0.26%	94

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovack Advisors's IAT Position: Q2 2022 in Review

Kovack Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 4,911 shares — an estimated $289K sold.

Kovack Advisors first reported a position in IAT in Q1 2017 and held it in 6 quarters. The position peaked at $673K in Q1 2017. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Kovack Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Kovack Advisors sold 4,911 iShares US Regional Banks ETF shares in Q2 2022, an estimated $289K.
Kovack Advisors first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 6 quarters.
Kovack Advisors's iShares US Regional Banks ETF position peaked at $673K in Q1 2017.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Kovack Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.