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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
Q2 		$401K Hold
14,156
– – 0.01% 1114
2026
Q1 		$389K Buy
+14,156
New +$383K 0.01% 1014

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Chicago Partners Investment Group's EQTY Position: Q2 2026 in Review

Chicago Partners Investment Group held its Kovitz Core Equity ETF (EQTY) position steady in Q2 2026 at 14,156 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1114.

Chicago Partners Investment Group first reported a position in EQTY in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • Chicago Partners Investment Group held 14,156 shares of Kovitz Core Equity ETF worth $401K as of Q2 2026.
  • Chicago Partners Investment Group left its Kovitz Core Equity ETF share count unchanged in Q2 2026.
  • Kovitz Core Equity ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1114 holding.
  • Chicago Partners Investment Group first reported a position in Kovitz Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.