Cornerstone Planning Group’s Franklin XRP ETF XRPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-483	Closed	-$5.96K	–	1854
2026 Q2	$5.96K	Hold	483	–	–	﹤0.01%	1044
2026 Q1	$7.42K	Hold	483	–	–	﹤0.01%	987
2025 Q4	$10.1K	Buy	+483	New	+$10.5K	﹤0.01%	800

Other funds holding XRPZ

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Franklin XRP ETF (XRPZ) in Q3 2026, closing a stake of 483 shares — an estimated $5.96K sold.

Cornerstone Planning Group first reported a position in XRPZ in Q4 2025 and held it in 3 quarters. The position peaked at $10.1K in Q4 2025. 9 funds tracked by Wall St. Rank hold XRPZ as of Q3 2026.

Cornerstone Planning Group reported no remaining Franklin XRP ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 483 Franklin XRP ETF shares in Q3 2026, an estimated $5.96K.
Cornerstone Planning Group first reported a position in Franklin XRP ETF in Q4 2025 and held it in 3 quarters.
Cornerstone Planning Group's Franklin XRP ETF position peaked at $10.1K in Q4 2025.
9 funds tracked by Wall St. Rank held Franklin XRP ETF as of Q3 2026.

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