Kovack Advisors’s iShares US Utilities ETF IDU Stock Holding History

Kovack Advisors’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,470	Closed	-$281K	–	510
2019 Q4	$281K	Buy	+3,470	New	+$277K	0.05%	366
2018 Q1	–	Sell	-3,198	Closed	-$212K	–	510
2017 Q4	$212K	Sell	3,198 -5,380	-63%	-$370K	0.05%	396
2017 Q3	$570K	Buy	8,578 +4,296	+100%	+$289K	0.19%	132
2017 Q2	$278K	Buy	+4,282	New	+$281K	0.09%	267

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Kovack Advisors's IDU Position: Q1 2020 in Review

Kovack Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 3,470 shares — an estimated $281K sold.

Kovack Advisors first reported a position in IDU in Q2 2017 and held it in 4 quarters. The position peaked at $570K in Q3 2017. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

Kovack Advisors reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
Kovack Advisors sold 3,470 iShares US Utilities ETF shares in Q1 2020, an estimated $281K.
Kovack Advisors first reported a position in iShares US Utilities ETF in Q2 2017 and held it in 4 quarters.
Kovack Advisors's iShares US Utilities ETF position peaked at $570K in Q3 2017.
191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Kovack Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.