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

Buska 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 Q3	–	Sell	-30,596	Closed	-$231K	–	78
2026 Q2	$231K	Buy	30,596 +1,161	+4%	+$8.73K	0.08%	72
2026 Q1	$214K	Buy	29,435 +802	+3%	+$6.3K	0.09%	71
2025 Q4	$239K	Buy	28,633 +316	+1%	+$2.61K	0.09%	66
2025 Q3	$234K	Buy	28,317 +10,300	+57%	+$83.8K	0.07%	65
2025 Q2	$146K	Buy	18,017 +1,234	+7%	+$9.1K	0.04%	66
2025 Q1	$123K	Buy	16,783 +5,323	+46%	+$43.8K	0.04%	63
2024 Q4	$96.9K	Buy	11,460 +1,055	+10%	+$8.71K	0.03%	58
2024 Q3	$78.7K	Buy	+10,405	New	+$77.8K	0.03%	58

Other funds holding CLM

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Buska Wealth Management's CLM Position: Q3 2026 in Review

Buska Wealth Management sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2026, closing a stake of 30,596 shares — an estimated $231K sold.

Buska Wealth Management first reported a position in CLM in Q3 2024 and held it in 8 quarters. The position peaked at $239K in Q4 2025. 64 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

Buska Wealth Management reported no remaining Cornerstone Strategic Value Fund position as of Q3 2026 after selling out during the quarter.
Buska Wealth Management sold 30,596 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $231K.
Buska Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q3 2024 and held it in 8 quarters.
Buska Wealth Management's Cornerstone Strategic Value Fund position peaked at $239K in Q4 2025.
64 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.