KA
IDE

Kovack Advisors’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Kovack Advisors’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Buy
22,731
+7,348
+48% +$96.9K 0.02% 775
2025
Q4 		$189K Buy
+15,383
New +$185K 0.01% 960
2025
Q3 		– Sell
-11,643
Closed -$136K – 644
2025
Q2 		$136K Sell
11,643
-1,498
-11% -$16.2K 0.01% 593
2025
Q1 		$139K Buy
13,141
+936
+8% +$9.79K 0.01% 556
2024
Q4 		$124K Hold
12,205
– – 0.01% 594
2024
Q3 		$139K Buy
12,205
+1,561
+15% +$16.5K 0.01% 564
2024
Q2 		$109K Buy
10,644
+193
+2% +$1.98K 0.01% 554
2024
Q1 		$110K Buy
+10,451
New +$105K 0.01% 458
2017
Q4 		– Sell
-23,425
Closed -$385K – 481
2017
Q3 		$385K Buy
23,425
+300
+1% +$4.63K 0.13% 189
2017
Q2 		$361K Buy
+23,125
New +$347K 0.11% 205

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return