PRF — POWERSHARES ETF TRUST

Ownership history in Cornerstone Wealth Management, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in POWERSHARES ETF TRUST (PRF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.74% (2025 Q4)
Avg. % of fund
0.34%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 304,493 +28,563 +10.4% 0.74% $14.3M $46.92
2025 Q3 ADDED 275,930 +5,169 +1.9% 0.69% $12.5M $45.03
2025 Q2 ADDED 270,761 +26,195 +10.7% 0.69% $11.4M $41.92
2025 Q1 ADDED 244,566 +9,906 +4.2% 0.67% $9.9M $39.91
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% of Fund (quarterly)    PRF price (monthly, adj. close)

Other funds also holding PRF

As of 2025 Q4 — sorted by position size

Arbor Investment Advisors, LLC 3Y 7Y 12.52% Boulder Wealth Advisors, LLC 9.68% Pinnacle Financial Group, LLC / IL 3Y 9.13% SAXON INTERESTS, INC. 3Y 8.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 7.29% Garrett Wealth Advisory Group, LLC 3Y 7Y 7.18% Montz Harcus Wealth Management LLC 3Y 5.95% Woodside Wealth Management LLC 5.94% Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3Y 7Y 5.92% Ted Buchan & Co 5.6%
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