Cornerstone Advisory, LLC PRF — POWERSHARES ETF TRUST

Ownership history in Cornerstone Advisory, LLC  ·  41 quarters on record

AI Ownership Summary

Cornerstone Advisory, LLC reported POWERSHARES ETF TRUST (PRF) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2023 Q4. The latest visible filing shows PRF at 0.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Advisory, LLC's position in POWERSHARES ETF TRUST, 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 Q1

PRF was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

PRF stock page Cornerstone Advisory, LLC fund profile Cornerstone Advisory, LLC full holdings
How Cornerstone Advisory, LLC held PRF — position size vs. price
% of Fund (quarterly)    PRF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 126,556 -14 -0.0% 0.57% $6.0M 2026-05-04 $51.49
2025 Q4 REDUCED — — — 126,570 -3,098 -2.4% 0.57% $5.9M 2026-01-28 $48.52
2025 Q3 REDUCED — — — 129,668 -1,530 -1.2% 0.58% $5.9M 2025-11-07 $45.24
2025 Q2 ADDED — — — 131,198 +259 +0.2% 0.60% $5.5M 2025-07-30 $42.36
2025 Q1 REDUCED — — — 130,939 -22 -0.0% 0.60% $5.2M 2025-05-07 $38.84
2024 Q4 REDUCED — — — 130,961 -2,189 -1.6% 0.63% $5.5M 2025-02-18 $41.60
2024 Q3 REDUCED — — — 133,150 -138 -0.1% 0.71% $5.4M 2024-11-12 $40.89
2024 Q2 REDUCED — — — 133,288 -531 -0.4% 0.71% $5.1M 2024-08-14 $37.41
2024 Q1 REDUCED — — — 133,819 -1,543 -1.1% 0.73% $5.1M 2024-05-08 $36.37
2023 Q4 REDUCED — — — 135,362 -5,680 -4.0% 0.74% $4.8M 2024-02-13 $34.33
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRF

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 14.16% Arbor Investment Advisors, LLC 3Y 7Y 12.55% BOYUM WEALTH ARCHITECTS LLC 11.22% Boulder Wealth Advisors, LLC 10.43% Berman McAleer LLC 10.19% SAXON INTERESTS, INC. 3Y 8.25% Mowery & Schoenfeld Wealth Management, LLC 7.66% Garrett Wealth Advisory Group, LLC 3Y 7Y 6.73% Woodside Wealth Management LLC 6.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 6.45%

FAQ About Cornerstone Advisory, LLC and PRF

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

How long has Cornerstone Advisory, LLC reported owning PRF?

Cornerstone Advisory, LLC reported PRF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PRF position in Cornerstone Advisory, LLC's portfolio?

The largest reported portfolio weight for PRF was 0.74% in 2023 Q4.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Advisory, LLC reported 126,556 shares, equal to 0.57% of portfolio, with an estimated market value of $6.0M.

What does the chart on this PRF ownership page compare?

The chart compares Cornerstone Advisory, LLC's quarterly PRF 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 Cornerstone Advisory, LLC time their PRF position?

Based on 13F filing dates vs. subsequent PRF price moves, Cornerstone Advisory, LLC correctly timed 17 out of 40 reported position changes (42%).

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