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

HB 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
2023 Q2	–	Sell	-10,223	Closed	-$175K	–	741
2023 Q1	$175K	Buy	+10,223	New	+$172K	﹤0.01%	683

Other funds holding EQTY

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HB Wealth Management's EQTY Position: Q2 2023 in Review

HB Wealth Management sold out of Kovitz Core Equity ETF (EQTY) in Q2 2023, closing a stake of 10,223 shares — an estimated $175K sold.

HB Wealth Management first reported a position in EQTY in Q1 2023 and held it in 1 quarter. The position peaked at $175K in Q1 2023. 9 funds tracked by Wall St. Rank hold EQTY as of Q2 2023.

HB Wealth Management reported no remaining Kovitz Core Equity ETF position as of Q2 2023 after selling out during the quarter.
HB Wealth Management sold 10,223 Kovitz Core Equity ETF shares in Q2 2023, an estimated $175K.
HB Wealth Management first reported a position in Kovitz Core Equity ETF in Q1 2023 and held it in 1 quarter.
HB Wealth Management's Kovitz Core Equity ETF position peaked at $175K in Q1 2023.
9 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2023.

Based on HB Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.