Carson Wealth (CWM LLC)
CLM icon

Carson Wealth (CWM LLC)’s Cornerstone Strategic Value Fund CLM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$102 Sell
14
-151
-92% -$1.19K ﹤0.01% 5576
2025
Q4 		$1K Buy
+165
New +$1.36K ﹤0.01% 5184
2025
Q3 		– Sell
-31
Closed – – 5298
2025
Q2 		$0 Hold
31
– – ﹤0.01% 5135
2025
Q1 		$0 Buy
31
+30
+3,000% +$247 ﹤0.01% 5067
2024
Q4 		$0 Sell
1
-26,500
-100% -$219K ﹤0.01% 4932
2024
Q3 		$200K Sell
26,501
-60,427
-70% -$452K ﹤0.01% 1753
2024
Q2 		$659K Buy
86,928
+3,020
+4% +$22.4K ﹤0.01% 1089
2024
Q1 		$621K Buy
83,908
+83,624
+29,445% +$596K ﹤0.01% 1052
2023
Q4 		$2K Buy
+284
New +$2.03K ﹤0.01% 3788
2022
Q4 		– Sell
-6,485
Closed -$55K – 3993
2022
Q3 		$55K Hold
6,485
– – ﹤0.01% 1616
2022
Q2 		$55K Sell
6,485
-3,999
-38% -$42.8K ﹤0.01% 1583
2022
Q1 		$145K Sell
10,484
-2,854
-21% -$39.5K ﹤0.01% 1178
2021
Q4 		$188K Buy
+13,338
New +$181K ﹤0.01% 1050

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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 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
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return