Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Kovitz Investment Group Partners’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$420K Buy
12,925
+152
+1% +$4.94K ﹤0.01% 1030
2025
Q1 		$403K Buy
12,773
+1,821
+17% +$57.4K ﹤0.01% 962
2024
Q4 		$383K Buy
10,952
+1,444
+15% +$50.5K ﹤0.01% 966
2024
Q3 		$343K Buy
+9,508
New +$343K ﹤0.01% 839