Focus Partners Wealth
EQTY icon

Focus Partners Wealth’s Kovitz Core Equity ETF EQTY Stock Holding History

Focus Partners Wealth’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.28M Sell
90,990
-1
-0% -$25 ﹤0.01% 864
2025
Q1 		$2.11M Buy
90,991
+223
+0.2% +$5.17K 0.01% 830
2024
Q4 		$2.16M Sell
90,768
-2
-0% -$48 0.01% 805
2024
Q3 		$2.11M Buy
+90,770
New +$2.11M 0.01% 752