Cornerstone Wealth Management’s Franklin US Equity Index ETF USPX Stock Holding History

Cornerstone Wealth Management’s Portfolio USPX Stock Details USPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,770	Closed	-$500K	–	1111
2018 Q3	$500K	Sell	14,770 -15	-0.1%	-$462	0.01%	918
2018 Q2	$500K	Buy	+14,785	New	+$447K	0.01%	1021

Other funds holding USPX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Management's USPX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Franklin US Equity Index ETF (USPX) in Q4 2018, closing a stake of 14,770 shares — an estimated $500K sold.

Cornerstone Wealth Management first reported a position in USPX in Q2 2018 and held it in 2 quarters. The position peaked at $500K in Q3 2018. 9 funds tracked by Wall St. Rank hold USPX as of Q4 2018.

Cornerstone Wealth Management reported no remaining Franklin US Equity Index ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 14,770 Franklin US Equity Index ETF shares in Q4 2018, an estimated $500K.
Cornerstone Wealth Management first reported a position in Franklin US Equity Index ETF in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's Franklin US Equity Index ETF position peaked at $500K in Q3 2018.
9 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.