A4 Wealth Advisors
CLM icon

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
Q3 		$89.7K Hold
14,022
– – 0.06% 75
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

PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $755M AUM 21.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Strategies Wealth Advisors
Strategies Wealth Advisors Grand Rapids, Michigan $1.16B AUM 16.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

A4 Wealth Advisors's CLM Position: Q3 2026 in Review

A4 Wealth Advisors held its Cornerstone Strategic Value Fund (CLM) position steady in Q3 2026 at 14,022 shares worth $89.7K. The position accounts for 0.06% of the portfolio, ranked #75.

A4 Wealth Advisors first reported a position in CLM in Q3 2025 and has held it in 5 quarters since. The position peaked at $230K in Q3 2025. 119 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • A4 Wealth Advisors held 14,022 shares of Cornerstone Strategic Value Fund worth $89.7K as of Q3 2026.
  • A4 Wealth Advisors left its Cornerstone Strategic Value Fund share count unchanged in Q3 2026.
  • Cornerstone Strategic Value Fund made up 0.06% of A4 Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • A4 Wealth Advisors first reported a position in Cornerstone Strategic Value Fund in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Cornerstone Strategic Value Fund position peaked at $230K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.