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Golden State Wealth Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Golden State Wealth 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
Q1 		– Sell
-256
Closed -$6.91K – 1653
2025
Q4 		$6.91K Hold
256
– – ﹤0.01% 1185
2025
Q3 		$6.57K Hold
256
– – ﹤0.01% 1193
2025
Q2 		$6.41K Buy
+256
New +$5.97K ﹤0.01% 1179

Other funds holding EQTY

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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

Golden State Wealth Management's EQTY Position: Q1 2026 in Review

Golden State Wealth Management sold out of Kovitz Core Equity ETF (EQTY) in Q1 2026, closing a stake of 256 shares — an estimated $6.91K sold.

Golden State Wealth Management first reported a position in EQTY in Q2 2025 and held it in 3 quarters. The position peaked at $6.91K in Q4 2025. 19 funds tracked by Wall St. Rank hold EQTY as of Q1 2026.

  • Golden State Wealth Management reported no remaining Kovitz Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 256 Kovitz Core Equity ETF shares in Q1 2026, an estimated $6.91K.
  • Golden State Wealth Management first reported a position in Kovitz Core Equity ETF in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's Kovitz Core Equity ETF position peaked at $6.91K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.