CFD
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Creative Financial Designs’s Cornerstone Strategic Value Fund CLM Stock Holding History

Creative Financial Designs’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 		$1.01M Buy
132,993
+39,011
+42% +$293K 0.05% 279
2026
Q1 		$684K Buy
93,982
+2,873
+3% +$22.6K 0.04% 285
2025
Q4 		$762K Buy
91,109
+7,673
+9% +$63.5K 0.05% 271
2025
Q3 		$691K Buy
83,436
+1,694
+2% +$13.8K 0.05% 279
2025
Q2 		$664K Buy
81,742
+9,631
+13% +$71.1K 0.05% 275
2025
Q1 		$527K Sell
72,111
-19,702
-21% -$162K 0.04% 284
2024
Q4 		$776K Buy
91,813
+1,657
+2% +$13.7K 0.06% 225
2024
Q3 		$681K Sell
90,156
-1,446
-2% -$10.8K 0.06% 244
2024
Q2 		$694K Buy
91,602
+1,556
+2% +$11.5K 0.06% 227
2024
Q1 		$666K Buy
90,046
+2,804
+3% +$20K 0.06% 218
2023
Q4 		$617K Buy
87,242
+11,381
+15% +$81.2K 0.06% 208
2023
Q3 		$601K Buy
75,861
+3,061
+4% +$25.2K 0.07% 188
2023
Q2 		$600K Buy
72,800
+6,146
+9% +$47.9K 0.07% 189
2023
Q1 		$511K Buy
66,654
+279
+0.4% +$2.17K 0.07% 202
2022
Q4 		$481K Sell
66,375
-874
-1% -$7.05K 0.07% 200
2022
Q3 		$567K Buy
67,249
+7,104
+12% +$67.7K 0.09% 172
2022
Q2 		$508K Buy
60,145
+25,192
+72% +$270K 0.08% 178
2022
Q1 		$485K Buy
34,953
+9,733
+39% +$135K 0.07% 195
2021
Q4 		$355K Buy
25,220
+10,705
+74% +$145K 0.05% 232
2021
Q3 		$183K Buy
14,515
+370
+3% +$4.51K 0.03% 315
2021
Q2 		$162K Buy
14,145
+2,540
+22% +$29.7K 0.03% 336
2021
Q1 		$154K Buy
11,605
+1,292
+13% +$16.4K 0.03% 322
2020
Q4 		$119K Buy
10,313
+259
+3% +$2.86K 0.03% 339
2020
Q3 		$110K Buy
10,054
+245
+2% +$2.63K 0.03% 324
2020
Q2 		$99K Buy
+9,809
New +$92.9K 0.03% 288

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Creative Financial Designs's CLM Position: Q2 2026 in Review

Creative Financial Designs increased its Cornerstone Strategic Value Fund (CLM) stake by 42% in Q2 2026, buying an estimated $293K and bringing the position to 132,993 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #279.

Creative Financial Designs first reported a position in CLM in Q2 2020 and has held it in 25 quarters since. 146 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Creative Financial Designs held 132,993 shares of Cornerstone Strategic Value Fund worth $1.01M as of Q2 2026.
  • Creative Financial Designs bought 39,011 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $293K.
  • Cornerstone Strategic Value Fund made up 0.05% of Creative Financial Designs's portfolio in Q2 2026, its #279 holding.
  • Creative Financial Designs first reported a position in Cornerstone Strategic Value Fund in Q2 2020 and has held it in 25 quarters since.
  • 146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.