Cornerstone Planning Group
QUIZ icon

Cornerstone Planning Group’s Zacks Quality International ETF QUIZ Stock Holding History

Cornerstone Planning Group’s Portfolio QUIZ Stock Details QUIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,195
Closed -$34.7K – 1844
2026
Q2 		$34.7K Hold
1,195
– – ﹤0.01% 496
2026
Q1 		$34.1K Buy
1,195
+171
+17% +$4.77K ﹤0.01% 503
2025
Q4 		$28.8K Buy
+1,024
New +$26.5K ﹤0.01% 491

Other funds holding QUIZ

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
RWM
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Zacks Quality International ETF (QUIZ) in Q3 2026, closing a stake of 1,195 shares — an estimated $34.7K sold.

Cornerstone Planning Group first reported a position in QUIZ in Q4 2025 and held it in 3 quarters. The position peaked at $34.7K in Q2 2026. 12 funds tracked by Wall St. Rank hold QUIZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Zacks Quality International ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,195 Zacks Quality International ETF shares in Q3 2026, an estimated $34.7K.
  • Cornerstone Planning Group first reported a position in Zacks Quality International ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Zacks Quality International ETF position peaked at $34.7K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Zacks Quality International ETF as of Q3 2026.

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