SignatureFD’s Kovitz Core Equity ETF EQTY Stock Holding History

SignatureFD’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
2024 Q3	–	Sell	-221	Closed	-$4.78K	–	3263
2024 Q2	$4.78K	Buy	+221	New	+$4.74K	﹤0.01%	2533

Other funds holding EQTY

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

GEA

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

SignatureFD's EQTY Position: Q3 2024 in Review

SignatureFD sold out of Kovitz Core Equity ETF (EQTY) in Q3 2024, closing a stake of 221 shares — an estimated $4.78K sold.

SignatureFD first reported a position in EQTY in Q2 2024 and held it in 1 quarter. The position peaked at $4.78K in Q2 2024. 9 funds tracked by Wall St. Rank hold EQTY as of Q3 2024.

SignatureFD reported no remaining Kovitz Core Equity ETF position as of Q3 2024 after selling out during the quarter.
SignatureFD sold 221 Kovitz Core Equity ETF shares in Q3 2024, an estimated $4.78K.
SignatureFD first reported a position in Kovitz Core Equity ETF in Q2 2024 and held it in 1 quarter.
SignatureFD's Kovitz Core Equity ETF position peaked at $4.78K in Q2 2024.
9 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.