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Series Portfolios Tr shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Series Portfolios Tr (KRUZ) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 1.7k 31.67

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)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
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)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
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 Series Portfolios Tr

Flow Traders US
Bank Of Montreal
WR Wealth Planners
Hollencrest Securities
Parallel Advisors
EverSource Wealth Advisors
LRI Investments
Simplex Trading
Northwest Capital Management
CWM
Harbour Investments
Larson Financial Group

View all funds holding Series Portfolios Tr