Kovack Advisors’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$243K Buy
13,080
+78
+0.6% +$1.38K 0.01% 908
2026
Q1
$216K Buy
+13,002
New +$236K 0.01% 899

Other funds holding LGI

Kovack Advisors's LGI Position: Q2 2026 in Review

Kovack Advisors increased its Lazard Global Total Return & Income Fund (LGI) stake by 0.6% in Q2 2026, buying an estimated $1.38K and bringing the position to 13,080 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #908.

Kovack Advisors first reported a position in LGI in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold LGI as of Q2 2026.

  • Kovack Advisors held 13,080 shares of Lazard Global Total Return & Income Fund worth $243K as of Q2 2026.
  • Kovack Advisors bought 78 Lazard Global Total Return & Income Fund shares in Q2 2026, an estimated $1.38K.
  • Lazard Global Total Return & Income Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #908 holding.
  • Kovack Advisors first reported a position in Lazard Global Total Return & Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2026.

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