Bank of Montreal’s Kovitz Core Equity ETF EQTY Stock Holding History

Bank of Montreal’s Portfolio EQTY Stock Details EQTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy	+9,479	New	+$256K	﹤0.01%	2825

Other funds holding EQTY

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal's EQTY Position: Q1 2026 in Review

Bank of Montreal opened a new position in Kovitz Core Equity ETF (EQTY) in Q1 2026: 9,479 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #2825 among its holdings.

19 funds tracked by Wall St. Rank hold EQTY as of Q1 2026.

Bank of Montreal held 9,479 shares of Kovitz Core Equity ETF worth $241K as of Q1 2026.
Kovitz Core Equity ETF was a new Bank of Montreal position in Q1 2026.
Kovitz Core Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2825 holding.
19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.