Cornerstone Planning Group’s Northern Trust US Quality Large Cap ETF QLC Stock Holding History

Cornerstone Planning Group’s Portfolio QLC Stock Details QLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-442	Closed	-$40.1K	–	1311
2026 Q2	$40.1K	Hold	442	–	–	0.01%	460
2026 Q1	$38K	Buy	442 +1	+0.2%	+$81	0.01%	471
2025 Q4	$36.5K	Sell	441 -51	-10%	-$4.06K	0.01%	419
2025 Q3	$39.2K	Buy	492 +1	+0.2%	+$74	0.01%	397
2025 Q2	$35.5K	Buy	491 +1	+0.2%	+$65	0.01%	295
2025 Q1	$30K	Buy	490 +197	+67%	+$13.2K	0.01%	322
2024 Q4	$19.9K	Buy	293 +1	+0.3%	+$67	﹤0.01%	311
2024 Q3	$19.2K	Buy	292 +1	+0.3%	+$63	0.01%	303
2024 Q2	$17.1K	Buy	+291	New	+$17.2K	﹤0.01%	341

Other funds holding QLC

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Northern Trust US Quality Large Cap ETF (QLC) in Q3 2026, closing a stake of 442 shares — an estimated $40.1K sold.

Cornerstone Planning Group first reported a position in QLC in Q2 2024 and held it in 9 quarters. The position peaked at $40.1K in Q2 2026. 15 funds tracked by Wall St. Rank hold QLC as of Q3 2026.

Cornerstone Planning Group reported no remaining Northern Trust US Quality Large Cap ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 442 Northern Trust US Quality Large Cap ETF shares in Q3 2026, an estimated $40.1K.
Cornerstone Planning Group first reported a position in Northern Trust US Quality Large Cap ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Northern Trust US Quality Large Cap ETF position peaked at $40.1K in Q2 2026.
15 funds tracked by Wall St. Rank held Northern Trust US Quality Large Cap ETF as of Q3 2026.

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