Ownership history in Cornerstone Wealth Management, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in FRANKLIN TEMPLETON ETF TR (INCE). 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 Wealth Management, LLC underperformed the S&P 500 by β5.8% annually on this INCE position. Timing score: 50% (3/6 decisions correct). Average cost basis: $53.95. Maximum drawdown during holding period: β3.7%.
β Significantly underperformed the S&P 500 by 5.8% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $50.06 (2024 Q1) Β· Worst: $60.55 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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