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EQTY

Kovitz Core Equity ETF

May 12 • 04:00PM ET

27.30

+0.05 0.17 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	18.00%	Total Holdings	43	Perf Week	-0.28%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	17.51%	AUM	1.30B	Perf Month	1.43%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	-0.30%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -3.10%	Perf Half Y	6.63%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.47 16.31%	Perf YTD	1.12%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.48%	Volatility	0.64% 0.67%	Perf Year	14.84%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	-2.81%	ATR (14)	0.25	Perf 3Y	58.52%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	-1.75%	RSI (14)	55.36	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.96	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	-0.05%	Flows% 3Y		Rel Volume	0.97	Prev Close	27.25
Inverse/Leveraged		Market Cap		SMA50	2.61%	Flows% 5Y		Avg Volume	33.11K	Price	27.30
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	3.04%	Trades		Volume	31,968	Change	0.17%

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