Cornerstone Financial Group, LLC /NE/ MOTI VANECK ETF TRUST

Ownership history in Cornerstone Financial Group, LLC /NE/  ·  5 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported VANECK ETF TRUST (MOTI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.31% in 2025 Q1. The latest visible filing shows MOTI at 1.12% 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 MOTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Financial Group, LLC /NE/'s position in VANECK 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
2025 Q4

MOTI was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2025 Q1

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 Financial Group, LLC /NE/ held MOTI — position size vs. price
% of Fund (quarterly)    MOTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,592 +2,041 +4.9% 1.12% $1.6M 2026-02-14 (Est.) $37.99
2025 Q3 REDUCED 41,551 -1,274 -3.0% 1.19% $1.5M 2025-11-12 $36.92
2025 Q2 ADDED 42,825 +283 +0.7% 1.26% $1.5M 2025-08-15 $34.98
2025 Q1 ADDED 42,542 +1,523 +3.7% 1.31% $1.5M 2025-05-13 $33.34
2024 Q4 INITIATED 41,019 1.22% $1.2M 2025-02-14 $31.99

FAQ About Cornerstone Financial Group, LLC /NE/ and MOTI

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

How long has Cornerstone Financial Group, LLC /NE/ reported owning MOTI?

Cornerstone Financial Group, LLC /NE/ reported MOTI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MOTI position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for MOTI was 1.31% in 2025 Q1.

What is the latest reported MOTI position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Financial Group, LLC /NE/ reported 43,592 shares, equal to 1.12% of portfolio, with an estimated market value of $1.6M.

What does the chart on this MOTI ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'s quarterly MOTI 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 Financial Group, LLC /NE/ time their MOTI position?

Based on 13F filing dates vs. subsequent MOTI price moves, Cornerstone Financial Group, LLC /NE/ correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MOTI relative to SPY over the holding period was +5.0%.

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