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Pennantpark Floating Rate Capi shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Pennantpark Floating Rate Capi (PFLT) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Pennantpark Floating Rate Capi

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All positions including Pennantpark Floating Rate Capi held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennantpark Floating Rate Capi by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $505k 57k 8.89
2025-06-30 $670k 65k 10.33
2025-03-31 $825k 74k 11.19

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
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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 Pennantpark Floating Rate Capi

Sound Income Strategies
Van Eck Associates Corp.
Marshall Wace
UBS Group
Invesco
Qube Research & Technologies
Altshuler Shaham
BlackRock
Millennium Management
Legal & General Group
LPL Financial
Two Sigma Investments
Morgan Stanley
Advisors Asset Management
GraniteShares Advisors

View all funds holding Pennantpark Floating Rate Capi