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 Q3	$1.25B	Sell	43,069,519 -801,253	-2%	-$23.4M	1.29%	12
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

Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EAM

Eukles Asset Management Cincinnati, Ohio $250M AUM 16.01% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth's EQTY Position: Q3 2026 in Review

Focus Partners Wealth reduced its Kovitz Core Equity ETF (EQTY) stake by 1.8% in Q3 2026, selling an estimated $23.4M and leaving 43,069,519 shares worth $1.25B. The position accounts for 1.29% of the portfolio, ranked #12.

Focus Partners Wealth first reported a position in EQTY in Q3 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold EQTY as of Q3 2026.

Focus Partners Wealth held 43,069,519 shares of Kovitz Core Equity ETF worth $1.25B as of Q3 2026.
Focus Partners Wealth sold 801,253 Kovitz Core Equity ETF shares in Q3 2026, an estimated $23.4M.
Kovitz Core Equity ETF made up 1.29% of Focus Partners Wealth's portfolio in Q3 2026, its #12 holding.
Focus Partners Wealth first reported a position in Kovitz Core Equity ETF in Q3 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.