EQTY

Kovitz Core Equity ETF

May 19 • 04:00PM ET

27.16

-0.24 -0.88 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	14.96%	Total Holdings	53	Perf Week	-0.50%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	16.91%	AUM	1.37B	Perf Month	-1.24%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	0.22%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -3.59%	Perf Half Y	5.38%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.47 15.73%	Perf YTD	0.62%
Active/Passive		Quant Type		Tags	-	Flows% 1M	3.44%	Volatility	0.58% 0.68%	Perf Year	12.51%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	3.35%	ATR (14)	0.25	Perf 3Y	54.14%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	2.71%	RSI (14)	50.70	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.97	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	-0.49%	Flows% 3Y		Rel Volume	1.23	Prev Close	27.40
Inverse/Leveraged		Market Cap		SMA50	2.04%	Flows% 5Y		Avg Volume	32.19K	Price	27.16
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	2.35%	Trades		Volume	39,709	Change	-0.88%

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