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

BlueChip 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
2025
Q3 		– Sell
-13,497
Closed -$110K – 159
2025
Q2 		$110K Buy
13,497
+200
+2% +$1.48K 0.05% 167
2025
Q1 		$97.2K Hold
13,297
– – 0.05% 151
2024
Q4 		$112K Hold
13,297
– – 0.06% 135
2024
Q3 		$101K Hold
13,297
– – 0.05% 151
2024
Q2 		$101K Buy
+13,297
New +$98.4K 0.06% 137

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlueChip Wealth Advisors's CLM Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2025, closing a stake of 13,497 shares — an estimated $110K sold.

BlueChip Wealth Advisors first reported a position in CLM in Q2 2024 and held it in 5 quarters. The position peaked at $112K in Q4 2024. 126 funds tracked by Wall St. Rank hold CLM as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 13,497 Cornerstone Strategic Value Fund shares in Q3 2025, an estimated $110K.
  • BlueChip Wealth Advisors first reported a position in Cornerstone Strategic Value Fund in Q2 2024 and held it in 5 quarters.
  • BlueChip Wealth Advisors's Cornerstone Strategic Value Fund position peaked at $112K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.