PSMR β€” PACER FDS TR

Ownership history in Cornerstone Wealth Group, LLC  Β·  8 quarters on record

AI Ownership Summary

Cornerstone Wealth Group, LLC reported PACER FDS TR (PSMR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows PSMR at 0.05% 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 PSMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Group, LLC's position in PACER FDS 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

PSMR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 Wealth Group, LLC held PSMR β€” position size vs. price
% of Fund (quarterly)    PSMR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 25,329 β€” 0% 0.05% $755K 2026-02-14 (Est.) $29.99
2025 Q3 UNCHANGED 25,329 β€” 0% 0.05% $741K 2025-10-30 $29.41
2025 Q2 UNCHANGED 25,329 β€” 0% 0.05% $720K 2025-07-28 $28.71
2025 Q1 UNCHANGED 25,329 β€” 0% 0.06% $687K 2025-04-23 $26.52
2024 Q4 UNCHANGED 25,329 β€” 0% 0.06% $707K 2025-01-22 $28.51
2024 Q3 REDUCED 25,329 -38 -0.1% 0.06% $694K 2024-10-25 $27.54
2024 Q2 UNCHANGED 25,367 β€” 0% 0.06% $667K 2024-07-24 $26.28
2024 Q1 INITIATED 25,367 β€” β€” 0.06% $646K 2024-04-17 $24.96

FAQ About Cornerstone Wealth Group, LLC and PSMR

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

How long has Cornerstone Wealth Group, LLC reported owning PSMR?

Cornerstone Wealth Group, LLC reported PSMR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PSMR position in Cornerstone Wealth Group, LLC's portfolio?

The largest reported portfolio weight for PSMR was 0.06% in 2024 Q1.

What is the latest reported PSMR position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Wealth Group, LLC reported 25,329 shares, equal to 0.05% of portfolio, with an estimated market value of $755K.

What does the chart on this PSMR ownership page compare?

The chart compares Cornerstone Wealth Group, LLC's quarterly PSMR 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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