EQTY

Kovitz Core Equity ETF

Jun 23 • 04:00PM ET

27.19

-0.17 -0.62 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	13.54%	Total Holdings	44	Perf Week	-2.74%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	15.08%	AUM	1.35B	Perf Month	-0.66%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	5.39%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -3.48%	Perf Half Y	1.40%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	24.00 13.29%	Perf YTD	0.73%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-1.22%	Volatility	0.91% 0.78%	Perf Year	12.03%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	2.75%	ATR (14)	0.29	Perf 3Y	50.80%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	1.46%	RSI (14)	44.47	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.95	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	-1.55%	Flows% 3Y		Rel Volume	1.30	Prev Close	27.36
Inverse/Leveraged		Market Cap		SMA50	-0.84%	Flows% 5Y		Avg Volume	35.68K	Price	27.19
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	1.65%	Trades		Volume	46,507	Change	-0.62%

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