Chicago Partners Investment Group’s Kovitz Core Equity ETF EQTY Stock Holding History

Chicago Partners Investment Group’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	$389K	Buy	+14,156	New	+$383K	0.01%	1014

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Chicago Partners Investment Group's EQTY Position: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in Kovitz Core Equity ETF (EQTY) in Q1 2026: 14,156 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #1014 among its holdings.

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

Chicago Partners Investment Group held 14,156 shares of Kovitz Core Equity ETF worth $389K as of Q1 2026.
Kovitz Core Equity ETF was a new Chicago Partners Investment Group position in Q1 2026.
Kovitz Core Equity ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1014 holding.
19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.