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Etf Ser Solutions aam lw dur p shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Etf Ser Solutions aam lw dur p (PFLD) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Etf Ser Solutions aam lw dur p

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All positions including Etf Ser Solutions aam lw dur p held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions aam lw dur p by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $240k 12k 19.61
2025-03-31 $278k 14k 20.20
2024-12-31 $323k 16k 20.56
2024-09-30 $1.0M 48k 21.18

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)

View all positions for Cornerstone Wealth Management

Top funds holding Etf Ser Solutions aam lw dur p

Morgan Stanley
Wells Fargo & Company
LPL Financial
Rainey & Randall Investment Management
Raymond James Financial
Advisor Group Holdings
Royal Bank of Canada
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
L2 Asset Management
Sound Income Strategies
AllSquare Wealth Management
Captrust Financial Advisors
Bleakley Financial Group

View all funds holding Etf Ser Solutions aam lw dur p