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Ab Active Etfs shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ab Active Etfs (FWD) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 42k 42.17
2025-06-30 $121k 1.3k 91.47
2025-03-31 $92k 1.3k 69.18

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Ab Active Etfs

Alliancebernstein
Betterment
LPL Financial
Integrated Wealth Concepts
Quantum Private Wealth
Intrepid Financial Planning Group
Embree Financial Group
StoneCrest Wealth Management
BOS Asset Management
Cambridge Investment Research Advisors
Cornerstone Planning Group
Kingsview Wealth Management
Envestnet Asset Management
Wedbush Morgan Securities
Rockefeller Capital Management

View all funds holding Ab Active Etfs