Ownership history in Cornerstone Planning Group LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF (FXZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Planning Group LLC underperformed the S&P 500 by β16.2% annually on this FXZ position. Timing score: 50% (5/10 decisions correct). Average cost basis: $60.56. Maximum drawdown during holding period: β21.0%.
β Significantly underperformed the S&P 500 by 16.2% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $54.63 (2025 Q1) Β· Worst: $69.12 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 2 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size