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Kovack Advisors’s Twin Vee PowerCats VEEE Stock Holding History

Kovack Advisors’s Portfolio VEEE Stock Details VEEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31
Closed -$3.83K – 653
2025
Q1 		$3.83K Hold
31
– – ﹤0.01% 577
2024
Q4 		$6.33K Hold
31
– – ﹤0.01% 610
2024
Q3 		$6.9K Hold
31
– – ﹤0.01% 585
2024
Q2 		$6.27K Hold
31
– – ﹤0.01% 571
2024
Q1 		$9.89K Hold
31
– – ﹤0.01% 471
2023
Q4 		$16.3K Buy
+31
New +$15.7K ﹤0.01% 570

Other funds holding VEEE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Kovack Advisors's VEEE Position: Q2 2025 in Review

Kovack Advisors sold out of Twin Vee PowerCats (VEEE) in Q2 2025, closing a stake of 31 shares — an estimated $3.83K sold.

Kovack Advisors first reported a position in VEEE in Q4 2023 and held it in 6 quarters. The position peaked at $16.3K in Q4 2023. 7 funds tracked by Wall St. Rank hold VEEE as of Q2 2025.

  • Kovack Advisors reported no remaining Twin Vee PowerCats position as of Q2 2025 after selling out during the quarter.
  • Kovack Advisors sold 31 Twin Vee PowerCats shares in Q2 2025, an estimated $3.83K.
  • Kovack Advisors first reported a position in Twin Vee PowerCats in Q4 2023 and held it in 6 quarters.
  • Kovack Advisors's Twin Vee PowerCats position peaked at $16.3K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q2 2025.

Based on Kovack Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.