KA
WELD

Kovack Advisors’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Kovack Advisors’s Portfolio WELD Stock Details WELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
6,360
-17,240
-73% -$983K 0.02% 697
2026
Q1 		$1.23M Buy
+23,600
New +$1.19M 0.07% 298

Other funds holding WELD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Kovack Advisors's WELD Position: Q2 2026 in Review

Kovack Advisors reduced its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 73% in Q2 2026, selling an estimated $983K and leaving 6,360 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #697.

Kovack Advisors first reported a position in WELD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.23M in Q1 2026. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

  • Kovack Advisors held 6,360 shares of Tema U.S. Manufacturing & Reshoring ETF worth $400K as of Q2 2026.
  • Kovack Advisors sold 17,240 Tema U.S. Manufacturing & Reshoring ETF shares in Q2 2026, an estimated $983K.
  • Tema U.S. Manufacturing & Reshoring ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #697 holding.
  • Kovack Advisors first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q1 2026 and has held it in 2 quarters since.
  • Kovack Advisors's Tema U.S. Manufacturing & Reshoring ETF position peaked at $1.23M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

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