KA
VGI

Kovack Advisors’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Kovack Advisors’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Buy
18,049
+2,638
+17% +$19.7K 0.01% 1027
2026
Q1 		$114K Buy
15,411
+3,387
+28% +$26.3K 0.01% 972
2025
Q4 		$94.3K Buy
+12,024
New +$94.3K ﹤0.01% 985

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Kovack Advisors's VGI Position: Q2 2026 in Review

Kovack Advisors increased its Virtus Global Multi-Sector Income Fund (VGI) stake by 17% in Q2 2026, buying an estimated $19.7K and bringing the position to 18,049 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #1027.

Kovack Advisors first reported a position in VGI in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold VGI as of Q2 2026.

  • Kovack Advisors held 18,049 shares of Virtus Global Multi-Sector Income Fund worth $135K as of Q2 2026.
  • Kovack Advisors bought 2,638 Virtus Global Multi-Sector Income Fund shares in Q2 2026, an estimated $19.7K.
  • Virtus Global Multi-Sector Income Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1027 holding.
  • Kovack Advisors first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q2 2026.

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