EQTY

Investor Moves

Investor	Portfolio Value	Portfolio Change	Position Change	Avg Buy Price	Current Price
Ken GriffinCitadel Advisors $-222.8K ExitQ2 2025 $223k -- --
Ken GriffinCitadel Advisors $-323.8K ExitQ4 2024 $324k -- --
Ken GriffinCitadel Advisors $-175.6K TrimQ3 2024 $176k -- --

Trade EQTY

About Kovitz Core Equity ETF

The fund's primary investment strategy involves allocating capital to equity securities issued by both U.S. and international corporations. Its permissible stock holdings encompass conventional common shares along with "common stock equivalents." These equivalents include instruments like rights or warrants, which grant the holder the option to purchase common stock, and convertible securities, which can be exchanged for common shares. The fund maintains the flexibility to invest in companies of any size, ranging from small- and mid-capitalization enterprises to larger ones.

IPO Date: Dec 12, 2022

Market Data

Open: $27.50
High: $27.75
Low: $27.30
Volume: 3.6K
52W High: $28.17
52W Low: $24.00

Valuation

Market Cap: $1.4B

Financials

Financial statement snapshot is not available yet.

Events

DividendDec 26

$0.0061