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EQTY

Kovitz Core Equity ETF

28.54

Jul 14 • 03:10PM ET -0.04 (-0.12%)

27.97

Aftermarket • 06:45PM ET -0.57 (-2.00%)

Financial Exchange Traded Fund USA NYSE

Category	Global or ExUS Equities - Dividend & Fundamental
Sponsor	Kovitz
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	0.01 (0.02%)
Dividend Ex-Date	Dec 26, 2025
Dividend Gr. 3/5Y	-22.72% -
Expense	0.99%
Inverse/Leveraged
IPO	Dec 12, 2022

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	Yes / Yes

Tags	U.S.
Tags	equity
Tags	convertible-securities
Tags	small-mid-cap
Tags	-
Tags	-
Tags	-
Sector/Theme
Region
SMA20	1.96%
SMA50	3.11%
SMA200	6.09%

Return% 1Y	12.39%
Return% 3Y	15.97%
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	-0.55%
Flows% 3M	2.33%
Flows% YTD	1.08%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	43
AUM	1.41B
NAV/sh
52W High	28.79 -0.86%
52W Low	24.74 15.36%
Volatility	0.60% 0.73%
ATR (14)	0.26
RSI (14)	62.52
Beta	0.94
Rel Volume	0.22
Avg Volume	35.24K
Volume	7,654

Perf Week	0.19%
Perf Month	3.30%
Perf Quarter	6.05%
Perf Half Y	2.34%
Perf YTD	5.73%
Perf Year	12.77%
Perf 3Y	50.16%
Perf 5Y	-
Perf 10Y	-
Prev Close	28.58
Price	28.54
Change	-0.12%

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