QLTA β€” ISHARES TR

Ownership history in CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC  Β·  5 quarters on record

AI Ownership Summary

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported ISHARES TR (QLTA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.49% in 2025 Q4. The latest visible filing shows QLTA at 3.49% 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 QLTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's position in ISHARES TR, 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
2025 Q4

QLTA was reported at 3.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.49% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held QLTA β€” position size vs. price
% of Fund (quarterly)    QLTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 447,791 +61,711 +16.0% 3.49% $21.5M 2026-02-14 (Est.) $48.18
2025 Q3 ADDED 386,080 +252,792 +189.7% 3.27% $18.7M 2025-11-04 $47.37
2025 Q2 ADDED 133,288 +1,443 +1.1% 1.23% $6.4M 2025-08-08 $46.39
2025 Q1 ADDED 131,845 +512 +0.4% 1.28% $6.3M 2025-04-24 $45.14
2024 Q4 INITIATED 131,333 β€” β€” 1.33% $6.1M 2025-01-31 $44.52

🏒 Other funds also holding QLTA

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.03%

FAQ About CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC and QLTA

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

How long has CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported owning QLTA?

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported QLTA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported QLTA position in CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for QLTA was 3.49% in 2025 Q4.

What is the latest reported QLTA position on this page?

The most recent filing on this page is 2025 Q4, when CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported 447,791 shares, equal to 3.49% of portfolio, with an estimated market value of $21.5M.

What does the chart on this QLTA ownership page compare?

The chart compares CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's quarterly QLTA 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.

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