Cornerstone changes positions across five funds

39 sourcesUpdated Nov 11, 20261 min read

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Cornerstone Wealth Management made mixed portfolio adjustments in the third quarter, increasing its holdings in JPMorgan International Growth ETF by 16.5% and SPDR Portfolio Intermediate Term Treasury ETF by 19.4%. It opened a new position of 143,763 shares in Invesco Large Cap Growth ETF. The firm reduced its stakes in Parker-Hannifin by 8.1% and Putnam Focused Large Cap Value ETF by 5.5%.

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Broke dailypolitical.com · Nov 10, 8:53 PM ET39 sources +10h on

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