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Stratos Wealth Advisors’s Kovitz Core Equity ETF EQTY Stock Holding History

Stratos Wealth Advisors’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
Q2 		$1.48M Sell
53,045
-1,491
-3% -$40.7K 0.08% 229
2026
Q1 		$1.39M Buy
+54,536
New +$1.48M 0.09% 225

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stratos Wealth Advisors's EQTY Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Kovitz Core Equity ETF (EQTY) stake by 2.7% in Q2 2026, selling an estimated $40.7K and leaving 53,045 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #229.

Stratos Wealth Advisors first reported a position in EQTY in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • Stratos Wealth Advisors held 53,045 shares of Kovitz Core Equity ETF worth $1.48M as of Q2 2026.
  • Stratos Wealth Advisors sold 1,491 Kovitz Core Equity ETF shares in Q2 2026, an estimated $40.7K.
  • Kovitz Core Equity ETF made up 0.08% of Stratos Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Stratos Wealth Advisors first reported a position in Kovitz Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.