Accurate Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Accurate Wealth Management’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	$108K	Buy	14,163 +160	+1%	+$1.2K	0.01%	570
2026 Q1	$104K	Buy	+14,003	New	+$110K	0.01%	529
2023 Q1	–	Sell	-2,032	Closed	-$15.9K	–	462
2022 Q4	$15.9K	Buy	+2,032	New	+$16.4K	0.01%	750

Other funds holding CLM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return