EQTY

Kovitz Core Equity ETF

Jun 12 • 04:00PM ET

27.74

+0.11 0.40 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	13.95%	Total Holdings	45	Perf Week	0.94%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	16.17%	AUM	1.37B	Perf Month	2.06%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	6.81%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -1.53%	Perf Half Y	3.22%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	24.00 15.58%	Perf YTD	2.76%
Active/Passive		Quant Type		Tags	-	Flows% 1M	3.52%	Volatility	1.12% 0.78%	Perf Year	13.22%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	2.72%	ATR (14)	0.27	Perf 3Y	54.36%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	1.69%	RSI (14)	55.59	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.94	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	0.75%	Flows% 3Y		Rel Volume	0.40	Prev Close	27.63
Inverse/Leveraged		Market Cap		SMA50	1.83%	Flows% 5Y		Avg Volume	36.70K	Price	27.74
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	3.91%	Trades		Volume	14,662	Change	0.40%

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