Cornerstone Planning Group »

Northern Lts Fd Tr Iv inspire smal etf shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv inspire smal etf (ISMD) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Northern Lts Fd Tr Iv inspire smal etf

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv inspire smal etf held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv inspire smal etf by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $154k 4.1k 37.42
2024-03-31 $142k 4.1k 34.66
2023-12-31 $141k 4.1k 34.70
2023-09-30 $124k 4.1k 30.39
2023-06-30 $131k 4.1k 32.13

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding Northern Lts Fd Tr Iv inspire smal etf

Inspire Advisors
PAX Financial Group
Change Path
CWM Advisors
LPL Financial
Legacy Wealth Asset Management
LVZ Advisors
AlphaStar Capital Management
CWM
UBS Group
Cambridge Investment Research Advisors
Sound Financial Strategies Group
Gts Securities
Trust Point
EverSource Wealth Advisors

View all funds holding Northern Lts Fd Tr Iv inspire smal etf