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
Q3 		$284K Buy
44,393
+2,236
+5% +$15.7K 0.09% 159
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 $155M AUM 8.85% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Firethorn Wealth Partners's CLM Position: Q3 2026 in Review

Firethorn Wealth Partners increased its Cornerstone Strategic Value Fund (CLM) stake by 5.3% in Q3 2026, buying an estimated $15.7K and bringing the position to 44,393 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #159.

Firethorn Wealth Partners first reported a position in CLM in Q3 2022 and has held it in 17 quarters since. The position peaked at $319K in Q2 2026. 12 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • Firethorn Wealth Partners held 44,393 shares of Cornerstone Strategic Value Fund worth $284K as of Q3 2026.
  • Firethorn Wealth Partners bought 2,236 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $15.7K.
  • Cornerstone Strategic Value Fund made up 0.09% of Firethorn Wealth Partners's portfolio in Q3 2026, its #159 holding.
  • Firethorn Wealth Partners first reported a position in Cornerstone Strategic Value Fund in Q3 2022 and has held it in 17 quarters since.
  • Firethorn Wealth Partners's Cornerstone Strategic Value Fund position peaked at $319K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.