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 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%	+$9.11K	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

WCM

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

IFG

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

EMAM

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

MCP

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

PFS

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

DAS

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

FWP

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

SWM

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Buska Wealth Management's CLM Position: Q2 2026 in Review

Buska Wealth Management increased its Cornerstone Strategic Value Fund (CLM) stake by 3.9% in Q2 2026, buying an estimated $8.73K and bringing the position to 30,596 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #72.

Buska Wealth Management first reported a position in CLM in Q3 2024 and has held it in 8 quarters since. The position peaked at $239K in Q4 2025. 27 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

Buska Wealth Management held 30,596 shares of Cornerstone Strategic Value Fund worth $231K as of Q2 2026.
Buska Wealth Management bought 1,161 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $8.73K.
Cornerstone Strategic Value Fund made up 0.08% of Buska Wealth Management's portfolio in Q2 2026, its #72 holding.
Buska Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q3 2024 and has held it in 8 quarters since.
Buska Wealth Management's Cornerstone Strategic Value Fund position peaked at $239K in Q4 2025.
27 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.