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Glen Eagle Advisors’s Kovitz Core Equity ETF EQTY Stock Holding History

Glen Eagle Advisors’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
Q1 		$41.7K Hold
1,640
– – 0.01% 470
2025
Q4 		$44.3K Hold
1,640
– – 0.01% 470
2025
Q3 		$42.1K Hold
1,640
– – 0.01% 477
2025
Q2 		$41.1K Hold
1,640
– – 0.01% 453
2025
Q1 		$38K Hold
1,640
– – 0.01% 455
2024
Q4 		$39K Hold
1,640
– – 0.01% 454
2024
Q3 		$38.1K Hold
1,640
– – 0.01% 475
2024
Q2 		$35.5K Buy
1,640
+450
+38% +$9.65K 0.01% 464
2024
Q1 		$26.1K Hold
1,190
– – 0.01% 509
2023
Q4 		$23.7K Hold
1,190
– – ﹤0.01% 510
2023
Q3 		$21.5K Hold
1,190
– – 0.01% 516
2023
Q2 		$22.1K Hold
1,190
– – 0.01% 515
2023
Q1 		$20.4K Buy
+1,190
New +$20.1K 0.01% 510

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 $570B AUM 27.57% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Glen Eagle Advisors's EQTY Position: Q1 2026 in Review

Glen Eagle Advisors held its Kovitz Core Equity ETF (EQTY) position steady in Q1 2026 at 1,640 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #470.

Glen Eagle Advisors first reported a position in EQTY in Q1 2023 and has held it in 13 quarters since. The position peaked at $44.3K in Q4 2025. 19 funds tracked by Wall St. Rank hold EQTY as of Q1 2026.

  • Glen Eagle Advisors held 1,640 shares of Kovitz Core Equity ETF worth $41.7K as of Q1 2026.
  • Glen Eagle Advisors left its Kovitz Core Equity ETF share count unchanged in Q1 2026.
  • Kovitz Core Equity ETF made up 0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #470 holding.
  • Glen Eagle Advisors first reported a position in Kovitz Core Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Glen Eagle Advisors's Kovitz Core Equity ETF position peaked at $44.3K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.