Cornerstone Planning Group
FLRN icon

Cornerstone Planning Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Cornerstone Planning Group’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,000
Closed -$30.8K – 705
2026
Q2 		$30.8K Hold
1,000
– – ﹤0.01% 536
2026
Q1 		$30.8K Hold
1,000
– – ﹤0.01% 537
2025
Q4 		$30.8K Buy
1,000
+812
+432% +$25K ﹤0.01% 468
2025
Q3 		$4.79K Sell
188
-812
-81% -$25K ﹤0.01% 958
2025
Q2 		$30.7K Buy
+1,000
New +$30.7K 0.01% 323

Other funds holding FLRN

CFMC
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Beacon Capital Management Inc (Ohio)
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cornerstone Planning Group's FLRN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026, closing a stake of 1,000 shares — an estimated $30.8K sold.

Cornerstone Planning Group first reported a position in FLRN in Q2 2025 and held it in 5 quarters. The position peaked at $30.8K in Q4 2025. 89 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,000 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $30.8K.
  • Cornerstone Planning Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $30.8K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.