EWM
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Evolution Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Evolution Wealth 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
Q1 		$141K Hold
19,425
– – 0.1% 143
2025
Q4 		$162K Hold
19,425
– – 0.13% 118
2025
Q3 		$161K Hold
19,425
– – 0.17% 108
2025
Q2 		$158K Buy
+19,425
New +$143K 0.19% 89

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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

Evolution Wealth Management's CLM Position: Q1 2026 in Review

Evolution Wealth Management held its Cornerstone Strategic Value Fund (CLM) position steady in Q1 2026 at 19,425 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #143.

Evolution Wealth Management first reported a position in CLM in Q2 2025 and has held it in 4 quarters since. The position peaked at $162K in Q4 2025. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Evolution Wealth Management held 19,425 shares of Cornerstone Strategic Value Fund worth $141K as of Q1 2026.
  • Evolution Wealth Management left its Cornerstone Strategic Value Fund share count unchanged in Q1 2026.
  • Cornerstone Strategic Value Fund made up 0.1% of Evolution Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Evolution Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Cornerstone Strategic Value Fund position peaked at $162K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.