KA
SJT

Kovack Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Kovack Advisors’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,500
Closed -$48.7K – 1136
2026
Q1 		$48.7K Hold
10,500
– – ﹤0.01% 994
2025
Q4 		$59K Sell
10,500
-4,500
-30% -$26.1K ﹤0.01% 997
2025
Q3 		$90.6K Hold
15,000
– – 0.01% 600
2025
Q2 		$89.7K Sell
15,000
-5,000
-25% -$30.4K 0.01% 611
2025
Q1 		$111K Hold
20,000
– – 0.01% 562
2024
Q4 		$76.6K Hold
20,000
– – 0.01% 604
2024
Q3 		$74K Hold
20,000
– – 0.01% 575
2024
Q2 		$81.2K Buy
20,000
+5,000
+33% +$22K 0.01% 556
2024
Q1 		$79.3K Hold
15,000
– – 0.01% 462
2023
Q4 		$76.2K Hold
15,000
– – 0.01% 559
2023
Q3 		$104K Hold
15,000
– – 0.01% 532
2023
Q2 		$111K Hold
15,000
– – 0.01% 555
2023
Q1 		$158K Buy
+15,000
New +$156K 0.02% 534
2022
Q2 		– Sell
-15,000
Closed -$131K – 724
2022
Q1 		$131K Buy
+15,000
New +$105K 0.01% 678
2021
Q1 		– Sell
-15,000
Closed -$40K – 700
2020
Q4 		$40K Hold
15,000
– – 0.01% 575
2020
Q3 		$38K Hold
15,000
– – 0.01% 484
2020
Q2 		$34K Hold
15,000
– – 0.01% 465
2020
Q1 		$32K Buy
+15,000
New +$35.5K 0.01% 440
2019
Q4 		– Sell
-17,700
Closed -$53K – 549
2019
Q3 		$53K Hold
17,700
– – 0.01% 469
2019
Q2 		$68K Hold
17,700
– – 0.02% 430
2019
Q1 		$95K Hold
17,700
– – 0.02% 406
2018
Q4 		$85K Sell
17,700
-4,000
-18% -$21.1K 0.02% 380
2018
Q3 		$108K Buy
+21,700
New +$124K 0.03% 412
2018
Q2 		– Sell
-21,915
Closed -$173K – 518
2018
Q1 		$173K Buy
21,915
+915
+4% +$8.15K 0.04% 443
2017
Q4 		$173K Buy
+21,000
New +$166K 0.04% 426

Other funds holding SJT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM

Kovack Advisors's SJT Position: Q2 2026 in Review

Kovack Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 10,500 shares — an estimated $48.7K sold.

Kovack Advisors first reported a position in SJT in Q4 2017 and held it in 25 quarters. The position peaked at $173K in Q1 2018. 19 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Kovack Advisors reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 10,500 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $48.7K.
  • Kovack Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2017 and held it in 25 quarters.
  • Kovack Advisors's San Juan Basin Royalty Trust position peaked at $173K in Q1 2018.
  • 19 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

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