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Telemus Capital’s Kovitz Core Equity ETF EQTY Stock Holding History

Telemus Capital’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
Q4 		$429K Buy
+21,585
New +$401K 0.04% 251

Other funds holding EQTY

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Telemus Capital's EQTY Position: Q4 2023 in Review

Telemus Capital opened a new position in Kovitz Core Equity ETF (EQTY) in Q4 2023: 21,585 shares worth $429K. The stake represents 0.04% of the portfolio and ranks #251 among its holdings.

10 funds tracked by Wall St. Rank hold EQTY as of Q4 2023.

  • Telemus Capital held 21,585 shares of Kovitz Core Equity ETF worth $429K as of Q4 2023.
  • Kovitz Core Equity ETF was a new Telemus Capital position in Q4 2023.
  • Kovitz Core Equity ETF made up 0.04% of Telemus Capital's portfolio in Q4 2023, its #251 holding.
  • 10 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.