Aventura Private Wealth’s Cornerstone Strategic Value Fund CLM Stock Holding History

Aventura Private Wealth’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	$18.9K	Hold	2,500	–	–	0.01%	489
2026 Q1	$18.2K	Hold	2,500	–	–	0.01%	462
2025 Q4	$20.9K	Buy	2,500 +1,000	+67%	+$8.27K	0.01%	410
2025 Q3	$12.4K	Hold	1,500	–	–	﹤0.01%	465
2025 Q2	$12.2K	Buy	1,500 +484	+48%	+$3.57K	0.01%	440
2025 Q1	$7.43K	Hold	1,016	–	–	﹤0.01%	491
2024 Q4	$8.59K	Buy	+1,016	New	+$8.39K	﹤0.01%	449

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