Cornell Pochily Investment Advisors, Inc. GJUN FIRST TR EXCHNG TRADED FD VI

Ownership history in Cornell Pochily Investment Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Cornell Pochily Investment Advisors, Inc. reported FIRST TR EXCHNG TRADED FD VI (GJUN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows GJUN at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornell Pochily Investment Advisors, Inc.'s position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GJUN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornell Pochily Investment Advisors, Inc. held GJUN — position size vs. price
% of Fund (quarterly)    GJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5,720 -110 -1.9% 0.06% $236K 2026-07-15 $41.44
2026 Q1 UNCHANGED 5,830 0% 0.07% $230K 2026-04-17 $40.57
2025 Q4 REDUCED 5,830 -209 -3.5% 0.07% $231K 2026-01-20 $39.53
2025 Q3 REDUCED 6.4% +2.0% 6,039 -411 -6.4% 0.07% $235K 2025-10-27 $39.18
2025 Q2 UNCHANGED 6,450 0% 0.08% $243K 2025-07-21 $37.86
2025 Q1 UNCHANGED 6,450 0% 0.08% $227K 2025-04-17 $34.03
2024 Q4 UNCHANGED 6,450 0% 0.08% $232K 2025-01-22 $36.65
2024 Q3 INITIATED 6,450 0.08% $228K 2024-10-15 $35.58

FAQ About Cornell Pochily Investment Advisors, Inc. and GJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornell Pochily Investment Advisors, Inc. reported owning GJUN?

Cornell Pochily Investment Advisors, Inc. reported GJUN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported GJUN position in Cornell Pochily Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for GJUN was 0.08% in 2024 Q4.

What is the latest reported GJUN position on this page?

The most recent filing on this page is 2026 Q2, when Cornell Pochily Investment Advisors, Inc. reported 5,720 shares, equal to 0.06% of portfolio, with an estimated market value of $236K.

What does the chart on this GJUN ownership page compare?

The chart compares Cornell Pochily Investment Advisors, Inc.'s quarterly GJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cornell Pochily Investment Advisors, Inc. time their GJUN position?

Based on 13F filing dates vs. subsequent GJUN price moves, Cornell Pochily Investment Advisors, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GJUN relative to SPY over the holding period was -7.3%.

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