Cornerstone Wealth Management, LLC USMC — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Cornerstone Wealth Management, LLC  ·  17 quarters on record

AI Ownership Summary

Cornerstone Wealth Management, LLC reported PRINCIPAL EXCHANGE TRADED FD (USMC) in 17 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows USMC at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Management, LLC's position in PRINCIPAL EXCHANGE TRADED FD, 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
2026 Q1

USMC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 2026 Q1

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.

USMC stock page Cornerstone Wealth Management, LLC fund profile Cornerstone Wealth Management, LLC full holdings
How Cornerstone Wealth Management, LLC held USMC — position size vs. price
% of Fund (quarterly)    USMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,478 -207 -3.1% 0.02% $417K 2026-04-24 $69.59
2025 Q4 REDUCED 5.6% -6.0% ✅ 6,685 -399 -5.6% 0.02% $458K 2026-02-05 $66.52
2025 Q3 REDUCED 17.7% +1.6% ❌ 7,084 -1,520 -17.7% 0.03% $483K 2025-11-04 $68.38
2025 Q2 REDUCED 9.0% +8.6% ❌ 8,604 -853 -9.0% 0.03% $538K 2025-08-12 $64.19
2025 Q1 ADDED — — — 9,457 +4,885 +106.8% 0.04% $537K 2025-04-18 $53.23
2024 Q4 REDUCED 90.8% -5.4% ✅ 4,572 -45,261 -90.8% 0.02% $274K 2025-01-21 $60.38
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USMC

As of 2026 Q1 — sorted by position size

Oasis Advisors, LLC 10.82% PMG Wealth Management, Inc. 1.52% Segment Wealth Management, LLC 3Y 7Y 0.96% Centennial Advisors, LLC 0.59% Prospera Financial Services Inc 3Y 7Y 0.02% U.S. Capital Wealth Advisors, LLC 3Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Pinnacle Bancorp, Inc. 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Cornerstone Wealth Management, LLC and USMC

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

How long has Cornerstone Wealth Management, LLC reported owning USMC?

Cornerstone Wealth Management, LLC reported USMC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported USMC position in Cornerstone Wealth Management, LLC's portfolio?

The largest reported portfolio weight for USMC was 0.04% in 2025 Q1.

What is the latest reported USMC position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Wealth Management, LLC reported 6,478 shares, equal to 0.02% of portfolio, with an estimated market value of $417K.

What does the chart on this USMC ownership page compare?

The chart compares Cornerstone Wealth Management, LLC's quarterly USMC 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 Wealth Management, LLC time their USMC position?

Based on 13F filing dates vs. subsequent USMC price moves, Cornerstone Wealth Management, LLC correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on USMC relative to SPY over the holding period was +-0.0%.

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