KA
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Kovack Advisors’s iShares Global Tech ETF IXN Stock Holding History

Kovack Advisors’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.7M Buy
19,234
+419
+2% +$54K 0.13% 159
2026
Q1 		$1.91M Sell
18,815
-3
-0% -$317 0.1% 204
2025
Q4 		$1.98M Buy
18,818
+1,377
+8% +$145K 0.09% 207
2025
Q3 		$1.8M Buy
17,441
+14
+0.1% +$1.35K 0.17% 114
2025
Q2 		$1.61M Buy
17,427
+32
+0.2% +$2.59K 0.16% 122
2025
Q1 		$1.32M Buy
17,395
+75
+0.4% +$6.21K 0.14% 140
2024
Q4 		$1.47M Sell
17,320
-96
-0.6% -$8.06K 0.14% 119
2024
Q3 		$1.44M Sell
17,416
-217
-1% -$17.5K 0.15% 119
2024
Q2 		$1.46M Sell
17,633
-3,329
-16% -$254K 0.16% 122
2024
Q1 		$1.57M Sell
20,962
-78
-0.4% -$5.6K 0.19% 108
2023
Q4 		$1.43M Sell
21,040
-610
-3% -$38.4K 0.17% 126
2023
Q3 		$1.25M Sell
21,650
-158
-0.7% -$9.61K 0.17% 124
2023
Q2 		$1.36M Buy
21,808
+137
+0.6% +$7.76K 0.17% 119
2023
Q1 		$1.18M Sell
21,671
-673
-3% -$33.5K 0.16% 138
2022
Q4 		$1M Sell
22,344
-3,378
-13% -$154K 0.15% 146
2022
Q3 		$1.08M Sell
25,722
-516
-2% -$25.1K 0.16% 143
2022
Q2 		$1.2M Sell
26,238
-789
-3% -$39.9K 0.16% 138
2022
Q1 		$1.57M Buy
27,027
+1,993
+8% +$115K 0.16% 137
2021
Q4 		$1.61M Buy
25,034
+1,426
+6% +$87.6K 0.16% 153
2021
Q3 		$1.34M Sell
23,608
-746
-3% -$43.7K 0.15% 166
2021
Q2 		$1.37M Sell
24,354
-378
-2% -$20.3K 0.16% 158
2021
Q1 		$1.27M Sell
24,732
-4,590
-16% -$235K 0.16% 152
2020
Q4 		$1.47M Buy
29,322
+2,448
+9% +$113K 0.21% 124
2020
Q3 		$1.18M Buy
26,874
+2,694
+11% +$115K 0.21% 125
2020
Q2 		$949K Buy
24,180
+3,186
+15% +$113K 0.18% 136
2020
Q1 		$638K Sell
20,994
-4,182
-17% -$145K 0.15% 153
2019
Q4 		$883K Buy
25,176
+6,108
+32% +$200K 0.16% 157
2019
Q3 		$588K Buy
19,068
+7,542
+65% +$229K 0.12% 198
2019
Q2 		$345K Buy
+11,526
New +$337K 0.08% 276

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Kovack Advisors's IXN Position: Q2 2026 in Review

Kovack Advisors increased its iShares Global Tech ETF (IXN) stake by 2.2% in Q2 2026, buying an estimated $54K and bringing the position to 19,234 shares worth $2.7M. The position accounts for 0.13% of the portfolio, ranked #159.

Kovack Advisors first reported a position in IXN in Q2 2019 and has held it in 29 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Kovack Advisors held 19,234 shares of iShares Global Tech ETF worth $2.7M as of Q2 2026.
  • Kovack Advisors bought 419 iShares Global Tech ETF shares in Q2 2026, an estimated $54K.
  • iShares Global Tech ETF made up 0.13% of Kovack Advisors's portfolio in Q2 2026, its #159 holding.
  • Kovack Advisors first reported a position in iShares Global Tech ETF in Q2 2019 and has held it in 29 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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