Kovack Advisors’s NIO NIO Stock Holding History

Kovack Advisors’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10	Closed	-$1K	–	730
2021 Q1	$1K	Buy	+10	New	+$510	﹤0.01%	633

Other funds holding NIO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Kovack Advisors's NIO Position: Q2 2026 in Review

Kovack Advisors opened a new position in NIO (NIO) in Q2 2026: 22,180 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in NIO as recently as Q2 2021.

Kovack Advisors first reported a position in NIO in Q4 2020 and has held it in 4 quarters since. The position peaked at $813K in Q4 2020. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Kovack Advisors held 22,180 shares of NIO worth $110K as of Q2 2026.
NIO was a new Kovack Advisors position in Q2 2026.
NIO made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1038 holding.
Kovack Advisors first reported a position in NIO in Q4 2020 and has held it in 4 quarters since.
Kovack Advisors's NIO position peaked at $813K in Q4 2020.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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