Kovack Advisors, Inc. SDIV — GLOBAL X FDS

Ownership history in Kovack Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Kovack Advisors, Inc. reported GLOBAL X FDS (SDIV) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows SDIV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kovack Advisors, Inc.'s position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SDIV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDIV stock page Kovack Advisors, Inc. fund profile Kovack Advisors, Inc. full holdings
How Kovack Advisors, Inc. held SDIV — position size vs. price
% of Fund (quarterly)    SDIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 31,473 +2,275 +7.8% 0.04% $765K 2026-07-29 $24.79
2026 Q1 ADDED — — — 29,198 +2,579 +9.7% 0.04% $735K 2026-05-13 $25.08
2025 Q4 ADDED — — — 26,619 +10,455 +64.7% 0.05% $640K 2026-02-12 $25.05
2025 Q3 ADDED — — — 16,164 +602 +3.9% 0.04% $388K 2025-11-10 $22.69
2025 Q2 ADDED — — — 15,562 +2,676 +20.8% 0.03% $351K 2025-08-04 $21.02
2025 Q1 INITIATED — — — 12,886 — — 0.03% $270K 2025-05-06 $18.73

🏢 Other funds also holding SDIV

As of 2026 Q2 — sorted by position size

Foguth Wealth Management, LLC. 0.49% Strategic Financial Concepts, LLC 0.37% APS Management Group, Inc. 0.26% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.24% OPTIMA CAPITAL LLC 0.16% Triumph Capital Management 3Y 0.12% RESOLUTE CAPITAL, LLC 0.11% Fortis Group Advisors, LLC 3Y 0.1% KINGSWOOD WEALTH ADVISORS, LLC 0.09% Fiduciary Alliance LLC 3Y 0.06%

FAQ About Kovack Advisors, Inc. and SDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kovack Advisors, Inc. reported owning SDIV?

Kovack Advisors, Inc. reported SDIV across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SDIV position in Kovack Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SDIV was 0.05% in 2025 Q4.

What is the latest reported SDIV position on this page?

The most recent filing on this page is 2026 Q2, when Kovack Advisors, Inc. reported 31,473 shares, equal to 0.04% of portfolio, with an estimated market value of $765K.

What does the chart on this SDIV ownership page compare?

The chart compares Kovack Advisors, Inc.'s quarterly SDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kovack Advisors, Inc. time their SDIV position?

Based on 13F filing dates vs. subsequent SDIV price moves, Kovack Advisors, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on SDIV relative to SPY over the holding period was +-0.0%.

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