White Sand Wealth Management LLC’s Cornerstone Strategic Value Fund CLM Stock Holding History

White Sand Wealth Management LLC’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	$301K	Buy	+47,103	New	+$331K	0.22%	30

Other funds holding CLM

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $755M AUM 21.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Strategies Wealth Advisors Grand Rapids, Michigan $1.16B AUM 16.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

White Sand Wealth Management LLC's CLM Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Cornerstone Strategic Value Fund (CLM) in Q3 2026: 47,103 shares worth $301K. The stake represents 0.22% of the portfolio and ranks #30 among its holdings.

119 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

White Sand Wealth Management LLC held 47,103 shares of Cornerstone Strategic Value Fund worth $301K as of Q3 2026.
Cornerstone Strategic Value Fund was a new White Sand Wealth Management LLC position in Q3 2026.
Cornerstone Strategic Value Fund made up 0.22% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #30 holding.
119 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.