Cornerstone Wealth, LLC/TN PFEB β€” INNOVATOR ETFS TRUST

Ownership history in Cornerstone Wealth, LLC/TN  Β·  1 quarter on record

AI Ownership Summary

Cornerstone Wealth, LLC/TN reported INNOVATOR ETFS TRUST (PFEB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 3.04% in 2026 Q1. The latest visible filing shows PFEB at 3.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth, LLC/TN's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFEB was reported at 3.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Wealth, LLC/TN held PFEB β€” position size vs. price
% of Fund (quarterly)    PFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 128,563 β€” β€” 3.04% $5.4M 2026-05-19 $42.51

FAQ About Cornerstone Wealth, LLC/TN and PFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth, LLC/TN reported owning PFEB?

Cornerstone Wealth, LLC/TN reported PFEB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PFEB position in Cornerstone Wealth, LLC/TN's portfolio?

The largest reported portfolio weight for PFEB was 3.04% in 2026 Q1.

What is the latest reported PFEB position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Wealth, LLC/TN reported 128,563 shares, equal to 3.04% of portfolio, with an estimated market value of $5.4M.

What does the chart on this PFEB ownership page compare?

The chart compares Cornerstone Wealth, LLC/TN's quarterly PFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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