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Kovack Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Kovack Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9,927
Closed -$607K – 494
2019
Q1 		$607K Hold
9,927
– – 0.15% 163
2018
Q4 		$562K Hold
9,927
– – 0.16% 149
2018
Q3 		$625K Buy
9,927
+500
+5% +$30.2K 0.16% 159
2018
Q2 		$532K Sell
9,427
-499
-5% -$28.2K 0.15% 167
2018
Q1 		$553K Sell
9,926
-1,642
-14% -$94.5K 0.14% 173
2017
Q4 		$651K Buy
11,568
+468
+4% +$26.3K 0.16% 154
2017
Q3 		$624K Sell
11,100
-500
-4% -$27.5K 0.21% 124
2017
Q2 		$634K Buy
11,600
+2,174
+23% +$116K 0.2% 122
2017
Q1 		$484K Hold
9,426
– – 0.19% 129
2016
Q4 		$447K Hold
9,426
– – 0.21% 114
2016
Q3 		$475K Hold
9,426
– – 0.23% 106
2016
Q2 		$476K Buy
9,426
+40
+0.4% +$2K 0.25% 99
2016
Q1 		$452K Buy
9,386
+8
+0.1% +$382 0.28% 98
2015
Q4 		$481K Buy
9,378
+78
+0.8% +$4.01K 0.32% 92
2015
Q3 		$458K Sell
9,300
-362
-4% -$19.5K 0.32% 82
2015
Q2 		$525K Buy
9,662
+32
+0.3% +$1.76K 0.37% 63
2015
Q1 		$519K Buy
9,630
+968
+11% +$50.7K 0.44% 53
2014
Q4 		$431K Buy
+8,662
New +$430K 0.45% 54

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovack Advisors's IXJ Position: Q2 2019 in Review

Kovack Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2019, closing a stake of 9,927 shares — an estimated $607K sold.

Kovack Advisors first reported a position in IXJ in Q4 2014 and held it in 18 quarters. The position peaked at $651K in Q4 2017. 194 funds tracked by Wall St. Rank hold IXJ as of Q2 2019.

  • Kovack Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2019 after selling out during the quarter.
  • Kovack Advisors sold 9,927 iShares Global Healthcare ETF shares in Q2 2019, an estimated $607K.
  • Kovack Advisors first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 18 quarters.
  • Kovack Advisors's iShares Global Healthcare ETF position peaked at $651K in Q4 2017.
  • 194 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2019.

Based on Kovack Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.