FWP
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Firethorn Wealth Partners’s Cornerstone Strategic Value Fund CLM Stock Holding History

Firethorn Wealth Partners’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 		$319K Buy
42,157
+1,902
+5% +$14.3K 0.1% 158
2026
Q1 		$293K Buy
40,255
+20,493
+104% +$161K 0.11% 151
2025
Q4 		$165K Buy
19,762
+1,837
+10% +$15.2K 0.06% 187
2025
Q3 		$148K Buy
17,925
+779
+5% +$6.34K 0.06% 180
2025
Q2 		$139K Buy
17,146
+546
+3% +$4.03K 0.06% 167
2025
Q1 		$121K Buy
16,600
+732
+5% +$6.02K 0.06% 166
2024
Q4 		$134K Buy
15,868
+591
+4% +$4.88K 0.07% 155
2024
Q3 		$115K Buy
15,277
+631
+4% +$4.71K 0.06% 149
2024
Q2 		$111K Buy
14,646
+613
+4% +$4.54K 0.06% 144
2024
Q1 		$104K Buy
14,033
+828
+6% +$5.9K 0.06% 144
2023
Q4 		$93.4K Sell
13,205
-10,498
-44% -$74.9K 0.06% 140
2023
Q3 		$188K Buy
23,703
+818
+4% +$6.74K 0.14% 111
2023
Q2 		$189K Buy
22,885
+1,195
+6% +$9.32K 0.14% 111
2023
Q1 		$168K Buy
21,690
+5,544
+34% +$43.1K 0.13% 112
2022
Q4 		$117K Buy
16,146
+1,211
+8% +$9.77K 0.1% 123
2022
Q3 		$126K Buy
+14,935
New +$142K 0.12% 115

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Firethorn Wealth Partners's CLM Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Cornerstone Strategic Value Fund (CLM) stake by 4.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 42,157 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #158.

Firethorn Wealth Partners first reported a position in CLM in Q3 2022 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Firethorn Wealth Partners held 42,157 shares of Cornerstone Strategic Value Fund worth $319K as of Q2 2026.
  • Firethorn Wealth Partners bought 1,902 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $14.3K.
  • Cornerstone Strategic Value Fund made up 0.1% of Firethorn Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Firethorn Wealth Partners first reported a position in Cornerstone Strategic Value Fund in Q3 2022 and has held it in 16 quarters since.
  • 27 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.