Encompass More Asset Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Encompass More Asset 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	$677K	Buy	89,506 +8,560	+11%	+$64.4K	0.1%	127
2026 Q1	$589K	Sell	80,946 -27	-0%	-$212	0.1%	125
2025 Q4	$677K	Sell	80,973 -2,853	-3%	-$23.6K	0.12%	121
2025 Q3	$694K	Buy	83,826 +3,509	+4%	+$28.5K	0.13%	113
2025 Q2	$652K	Buy	80,317 +2,522	+3%	+$18.6K	0.15%	116
2025 Q1	$569K	Buy	77,795 +832	+1%	+$6.84K	0.17%	109
2024 Q4	$651K	Buy	76,963 +3,514	+5%	+$29K	0.21%	87
2024 Q3	$555K	Buy	+73,449	New	+$549K	0.21%	85

Other funds holding CLM

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

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

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

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

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

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

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

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

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