Cetera Investment Advisers
CLM icon

Cetera Investment Advisers’s Cornerstone Strategic Value Fund CLM Stock Holding History

Cetera Investment Advisers’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 		$9.87M Buy
1,355,378
+155,132
+13% +$1.22M 0.01% 1069
2025
Q4 		$10M Buy
1,200,246
+133,163
+12% +$1.1M 0.01% 1028
2025
Q3 		$8.84M Buy
1,067,083
+456,498
+75% +$3.71M 0.01% 1070
2025
Q2 		$4.96M Buy
610,585
+97,382
+19% +$719K 0.01% 1197
2025
Q1 		$3.75M Buy
513,203
+229,428
+81% +$1.89M 0.01% 1297
2024
Q4 		$2.4M Sell
283,775
-2,537
-0.9% -$20.9K 0.01% 1519
2024
Q3 		$2.16M Sell
286,312
-178,178
-38% -$1.33M ﹤0.01% 1577
2024
Q2 		$3.52M Buy
464,490
+181,292
+64% +$1.34M 0.01% 1193
2024
Q1 		$2.1M Buy
283,198
+260,805
+1,165% +$1.86M ﹤0.01% 1510
2023
Q4 		$158K Buy
+22,393
New +$160K ﹤0.01% 2084

Other funds holding CLM

AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B 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 $496M 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 $8.88B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $343M AUM 23.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return