Ownership history in Cornerstone Wealth Management, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLQL). 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 β1.1% annually on this FLQL position. Timing score: 43% (9/21 decisions correct). Average cost basis: $48.11. Maximum drawdown during holding period: β21.1%.
β οΈ Trailed SPY by 1.1% ann. on this position.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 21 add/trim decisions correct
Best entry: $29.16 (2020 Q2) Β· Worst: $69.17 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 10 trims. Bought during 1 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.34% 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