Envestnet Asset Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Envestnet Asset Management’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	$210K	Buy	+7,520	New	+$205K	﹤0.01%	4624
2026 Q1	–	Sell	-7,520	Closed	-$203K	–	4746
2025 Q4	$203K	Buy	+7,520	New	+$197K	﹤0.01%	4265
2023 Q4	–	Sell	-17,347	Closed	-$313K	–	4079
2023 Q3	$313K	Buy	+17,347	New	+$325K	﹤0.01%	3508

Other funds holding EQTY

DWA

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

CPIG

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

EAM

Eukles Asset Management Cincinnati, Ohio $242M AUM 21.15% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Envestnet Asset Management's EQTY Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Kovitz Core Equity ETF (EQTY) in Q2 2026: 7,520 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #4624 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in EQTY as recently as Q4 2025.

Envestnet Asset Management first reported a position in EQTY in Q3 2023 and has held it in 3 quarters since. The position peaked at $313K in Q3 2023. 5 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Envestnet Asset Management held 7,520 shares of Kovitz Core Equity ETF worth $210K as of Q2 2026.
Kovitz Core Equity ETF was a new Envestnet Asset Management position in Q2 2026.
Kovitz Core Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4624 holding.
Envestnet Asset Management first reported a position in Kovitz Core Equity ETF in Q3 2023 and has held it in 3 quarters since.
Envestnet Asset Management's Kovitz Core Equity ETF position peaked at $313K in Q3 2023.
5 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.