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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23B	Sell	43,870,772 -696,937	-2%	-$19M	1.26%	13
2026 Q1	$1.14B	Sell	44,567,709 -474,503	-1%	-$12.8M	1.26%	12
2025 Q4	$1.22B	Buy	45,042,212 +44,951,222	+49,402%	+$1.18B	1.39%	12
2025 Q3	$2.34M	Hold	90,990	–	–	﹤0.01%	968
2025 Q2	$2.28M	Sell	90,990 -1	-0%	-$23	﹤0.01%	870
2025 Q1	$2.11M	Buy	90,991 +223	+0.2%	+$5.39K	0.01%	835
2024 Q4	$2.16M	Sell	90,768 -2	-0%	-$48	0.01%	813
2024 Q3	$2.11M	Buy	+90,770	New	+$2.01M	0.01%	760

Other funds holding EQTY

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 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CPIG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's EQTY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Kovitz Core Equity ETF (EQTY) stake by 1.6% in Q2 2026, selling an estimated $19M and leaving 43,870,772 shares worth $1.23B. The position accounts for 1.26% of the portfolio, ranked #13.

Focus Partners Wealth first reported a position in EQTY in Q3 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Focus Partners Wealth held 43,870,772 shares of Kovitz Core Equity ETF worth $1.23B as of Q2 2026.
Focus Partners Wealth sold 696,937 Kovitz Core Equity ETF shares in Q2 2026, an estimated $19M.
Kovitz Core Equity ETF made up 1.26% of Focus Partners Wealth's portfolio in Q2 2026, its #13 holding.
Focus Partners Wealth first reported a position in Kovitz Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.