Ownership history in Kovack Advisors, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in VOYA INFRASTRUCTURE INDLS & (IDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Kovack Advisors, Inc. outperformed the S&P 500 by +10.0% annually on this IDE position. Timing score: 50% (2/4 decisions correct). Average cost basis: $11.06. Maximum drawdown during holding period: β7.3%.
π₯ Exceptional β beat the S&P 500 by 10.0% per year on this position.
5 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $8.51 (2024 Q2) Β· Worst: $12.12 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size