US Bancorp’s Kovitz Core Equity ETF EQTY Stock Holding History

US Bancorp’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 Q1	–	Sell	-3,150	Closed	-$49.5K	–	4117
2022 Q4	$49.5K	Buy	+3,150	New	+$49.7K	﹤0.01%	2538

Other funds holding EQTY

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

US Bancorp's EQTY Position: Q1 2023 in Review

US Bancorp sold out of Kovitz Core Equity ETF (EQTY) in Q1 2023, closing a stake of 3,150 shares — an estimated $49.5K sold.

US Bancorp first reported a position in EQTY in Q4 2022 and held it in 1 quarter. The position peaked at $49.5K in Q4 2022. 9 funds tracked by Wall St. Rank hold EQTY as of Q1 2023.

US Bancorp reported no remaining Kovitz Core Equity ETF position as of Q1 2023 after selling out during the quarter.
US Bancorp sold 3,150 Kovitz Core Equity ETF shares in Q1 2023, an estimated $49.5K.
US Bancorp first reported a position in Kovitz Core Equity ETF in Q4 2022 and held it in 1 quarter.
US Bancorp's Kovitz Core Equity ETF position peaked at $49.5K in Q4 2022.
9 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2023.

Based on US Bancorp's 13F filing for Q1 2023, filed 9 May 2023.