Kovack Advisors’s iShares Global Energy ETF IXC Stock Holding History

Kovack Advisors’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$665K	Buy	13,670 +15	+0.1%	+$811	0.03%	521
2026 Q1	$762K	Hold	13,655	–	–	0.04%	457
2025 Q4	$573K	Buy	13,655 +121	+0.9%	+$5.08K	0.03%	548
2025 Q3	$565K	Hold	13,534	–	–	0.05%	299
2025 Q2	$532K	Buy	13,534 +142	+1%	+$5.45K	0.05%	310
2025 Q1	$563K	Sell	13,392 -66	-0.5%	-$2.65K	0.06%	271
2024 Q4	$514K	Buy	13,458 +13	+0.1%	+$532	0.05%	297
2024 Q3	$544K	Sell	13,445 -467	-3%	-$19.2K	0.06%	288
2024 Q2	$577K	Buy	+13,912	New	+$596K	0.06%	272
2019 Q3	–	Sell	-24,957	Closed	-$810K	–	528
2019 Q2	$810K	Buy	+24,957	New	+$821K	0.19%	132

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Kovack Advisors's IXC Position: Q2 2026 in Review

Kovack Advisors increased its iShares Global Energy ETF (IXC) stake by 0.11% in Q2 2026, buying an estimated $811 and bringing the position to 13,670 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #521.

Kovack Advisors first reported a position in IXC in Q2 2019 and has held it in 10 quarters since. The position peaked at $810K in Q2 2019. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Kovack Advisors held 13,670 shares of iShares Global Energy ETF worth $665K as of Q2 2026.
Kovack Advisors bought 15 iShares Global Energy ETF shares in Q2 2026, an estimated $811.
iShares Global Energy ETF made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #521 holding.
Kovack Advisors first reported a position in iShares Global Energy ETF in Q2 2019 and has held it in 10 quarters since.
Kovack Advisors's iShares Global Energy ETF position peaked at $810K in Q2 2019.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.