KA
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Kovack Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kovack Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,862
Closed -$209K – 770
2021
Q4 		$209K Buy
+2,862
New +$206K 0.02% 651
2021
Q1 		– Sell
-4,434
Closed -$259K – 672
2020
Q4 		$259K Sell
4,434
-13,920
-76% -$762K 0.04% 451
2020
Q3 		$945K Sell
18,354
-942
-5% -$47.5K 0.17% 145
2020
Q2 		$898K Buy
19,296
+846
+5% +$35.6K 0.17% 141
2020
Q1 		$651K Buy
+18,450
New +$739K 0.15% 150

Other funds holding IGM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Kovack Advisors's IGM Position: Q1 2022 in Review

Kovack Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 2,862 shares — an estimated $209K sold.

Kovack Advisors first reported a position in IGM in Q1 2020 and held it in 5 quarters. The position peaked at $945K in Q3 2020. 288 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Kovack Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Kovack Advisors sold 2,862 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $209K.
  • Kovack Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and held it in 5 quarters.
  • Kovack Advisors's iShares Expanded Tech Sector ETF position peaked at $945K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Kovack Advisors's 13F filing for Q1 2022, filed 16 May 2022.