UBS Group
EQTY icon

UBS Group’s Kovitz Core Equity ETF EQTY Stock Holding History

UBS Group’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 		$43.6K Buy
1,560
+1,032
+195% +$28.2K ﹤0.01% 7645
2026
Q1 		$13.4K Sell
528
-147
-22% -$3.98K ﹤0.01% 8215
2025
Q4 		$18.2K Sell
675
-25,940
-97% -$681K ﹤0.01% 7853
2025
Q3 		$683K Sell
26,615
-43,057
-62% -$1.1M ﹤0.01% 5861
2025
Q2 		$1.74M Sell
69,672
-6,314
-8% -$147K ﹤0.01% 4958
2025
Q1 		$1.76M Buy
75,986
+69,624
+1,094% +$1.68M ﹤0.01% 4815
2024
Q4 		$151K Buy
6,362
+1,626
+34% +$38.9K ﹤0.01% 6623
2024
Q3 		$110K Sell
4,736
-3,133
-40% -$69.4K ﹤0.01% 6286
2024
Q2 		$170K Buy
7,869
+6,791
+630% +$146K ﹤0.01% 5774
2024
Q1 		$23.7K Sell
1,078
-764
-41% -$15.8K ﹤0.01% 6851
2023
Q4 		$36.6K Buy
+1,842
New +$34.2K ﹤0.01% 6723
2023
Q3 		– Sell
-2,528
Closed -$47K – 9582
2023
Q2 		$47K Buy
2,528
+621
+33% +$10.9K ﹤0.01% 6507
2023
Q1 		$32.7K Sell
1,907
-55,226
-97% -$931K ﹤0.01% 6730
2022
Q4 		$897K Buy
+57,133
New +$902K ﹤0.01% 4176

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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

UBS Group's EQTY Position: Q2 2026 in Review

UBS Group increased its Kovitz Core Equity ETF (EQTY) stake by 195% in Q2 2026, buying an estimated $28.2K and bringing the position to 1,560 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7645.

UBS Group first reported a position in EQTY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q1 2025. 18 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • UBS Group held 1,560 shares of Kovitz Core Equity ETF worth $43.6K as of Q2 2026.
  • UBS Group bought 1,032 Kovitz Core Equity ETF shares in Q2 2026, an estimated $28.2K.
  • Kovitz Core Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7645 holding.
  • UBS Group first reported a position in Kovitz Core Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • UBS Group's Kovitz Core Equity ETF position peaked at $1.76M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.