Kovitz Core Equity ETF (EQTY)
ARCA ARCA Primary 
XSTU Summary
EQTY Chart
Kovitz Core Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DE Dino Efthimiou Delta Wealth Advisors LLC | 114,255 | $2.91M | $3.19M | $286,779.8 | 9.86% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,542 | $68,641 | $71,074.32 | $2,433.32 | 3.54% |
Kovitz Core Equity ETF (EQTY) FAQ
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Kovitz Core Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment vehicle that primarily focuses on acquiring equity securities from both U.S. and international companies. It seeks to diversify its portfolio by investing in a wide array of equity securities. These securities range from common stocks, which represent shares of ownership in a company, to common stock equivalents such as rights, warrants, and convertible securities. Rights and warrants offer the fund an option to purchase additional shares, while convertible securities can be converted into common stocks under specific conditions. The fund does not limit its investments to companies of a particular size, thereby including small-, mid-, and large-cap companies within its scope. This strategy aims to optimize returns by tapping into the growth potential of companies across different market capitalizations.
Products and Services
- Common Stocks
Shares of ownership in a variety of U.S. and foreign companies, allowing investors to participate directly in the success and growth of these companies.
- Common Stock Equivalents
Financial instruments like rights or warrants, granting the fund an option to purchase company shares at a pre-specified price within a certain timeframe, and convertible securities that can be exchanged for a predetermined amount of the company's common stock, thereby offering flexibility and potential for profit maximization.
- Investments across Market Capitalizations
The fund invests in companies of any size, including small-, mid-, and large-cap companies. This strategy aims to leverage the growth potential of companies across different stages of development, from nimble small-cap companies to well-established industry leaders, allowing for a diversified and balanced investment portfolio.
