Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Cornerstone Strategic Value Fund CLM Stock Holding History

Dynamic Advisor Solutions’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 		$350K Buy
54,680
+555
+1% +$3.89K 0.01% 779
2026
Q2 		$409K Buy
54,125
+5,327
+11% +$40.1K 0.01% 737
2026
Q1 		$355K Buy
48,798
+4,052
+9% +$31.8K 0.01% 754
2025
Q4 		$374K Buy
44,746
+5,799
+15% +$48K 0.01% 706
2025
Q3 		$322K Sell
38,947
-2,598
-6% -$21.1K 0.01% 753
2025
Q2 		$337K Buy
41,545
+1,472
+4% +$10.9K 0.01% 706
2025
Q1 		$293K Sell
40,073
-2,344
-6% -$19.3K 0.01% 713
2024
Q4 		$359K Buy
42,417
+6,183
+17% +$51K 0.02% 496
2024
Q3 		$274K Buy
36,234
+7,427
+26% +$55.5K 0.01% 785
2024
Q2 		$218K Sell
28,807
-3,908
-12% -$28.9K 0.01% 855
2024
Q1 		$242K Sell
32,715
-940
-3% -$6.7K 0.01% 810
2023
Q4 		$238K Sell
33,655
-741
-2% -$5.29K 0.01% 783
2023
Q3 		$273K Sell
34,396
-8,675
-20% -$71.4K 0.01% 685
2023
Q2 		$355K Buy
43,071
+1,769
+4% +$13.8K 0.02% 583
2023
Q1 		$317K Buy
41,302
+3,025
+8% +$23.5K 0.02% 580
2022
Q4 		$278K Buy
38,277
+3,245
+9% +$26.2K 0.02% 575
2022
Q3 		$295K Sell
35,032
-3,556
-9% -$33.9K 0.02% 532
2022
Q2 		$326K Buy
38,588
+9,737
+34% +$104K 0.03% 501
2022
Q1 		$400K Sell
28,851
-2,194
-7% -$30.3K 0.03% 484
2021
Q4 		$437K Buy
31,045
+2,518
+9% +$34.2K 0.03% 464
2021
Q3 		$359K Buy
28,527
+3,265
+13% +$39.8K 0.03% 524
2021
Q2 		$289K Buy
25,262
+6,242
+33% +$73.1K 0.02% 551
2021
Q1 		$252K Buy
19,020
+6,692
+54% +$85K 0.02% 547
2020
Q4 		$142K Buy
+12,328
New +$136K 0.01% 630

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions's CLM Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Cornerstone Strategic Value Fund (CLM) stake by 1% in Q3 2026, buying an estimated $3.89K and bringing the position to 54,680 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #779.

Dynamic Advisor Solutions first reported a position in CLM in Q4 2020 and has held it in 24 quarters since. The position peaked at $437K in Q4 2021. 22 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • Dynamic Advisor Solutions held 54,680 shares of Cornerstone Strategic Value Fund worth $350K as of Q3 2026.
  • Dynamic Advisor Solutions bought 555 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $3.89K.
  • Cornerstone Strategic Value Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #779 holding.
  • Dynamic Advisor Solutions first reported a position in Cornerstone Strategic Value Fund in Q4 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Cornerstone Strategic Value Fund position peaked at $437K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.