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

PFG Private 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
2025
Q1 		– Sell
-237
Closed -$5.63K – 273
2024
Q4 		$5.63K Buy
+237
New +$5.67K ﹤0.01% 149

Other funds holding EQTY

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFG Private Wealth Management's EQTY Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Kovitz Core Equity ETF (EQTY) in Q1 2025, closing a stake of 237 shares — an estimated $5.63K sold.

PFG Private Wealth Management first reported a position in EQTY in Q4 2024 and held it in 1 quarter. The position peaked at $5.63K in Q4 2024. 14 funds tracked by Wall St. Rank hold EQTY as of Q1 2025.

  • PFG Private Wealth Management reported no remaining Kovitz Core Equity ETF position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 237 Kovitz Core Equity ETF shares in Q1 2025, an estimated $5.63K.
  • PFG Private Wealth Management first reported a position in Kovitz Core Equity ETF in Q4 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's Kovitz Core Equity ETF position peaked at $5.63K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.