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A4 Wealth Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

A4 Wealth Advisors’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Sell
14,022
-1,950
-12% -$14.7K 0.07% 91
2026
Q1 		$116K Hold
15,972
– – 0.1% 102
2025
Q4 		$134K Sell
15,972
-11,772
-42% -$97.4K 0.12% 132
2025
Q3 		$230K Buy
+27,744
New +$226K 0.19% 152

Other funds holding CLM

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

A4 Wealth Advisors's CLM Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Cornerstone Strategic Value Fund (CLM) stake by 12% in Q2 2026, selling an estimated $14.7K and leaving 14,022 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #91.

A4 Wealth Advisors first reported a position in CLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 72 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • A4 Wealth Advisors held 14,022 shares of Cornerstone Strategic Value Fund worth $106K as of Q2 2026.
  • A4 Wealth Advisors sold 1,950 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $14.7K.
  • Cornerstone Strategic Value Fund made up 0.07% of A4 Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • A4 Wealth Advisors first reported a position in Cornerstone Strategic Value Fund in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Cornerstone Strategic Value Fund position peaked at $230K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.