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Foundations Investment Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Foundations Investment Advisors’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 		$230K Buy
+30,479
New +$229K ﹤0.01% 1081
2021
Q3 		– Sell
-11,074
Closed -$129K – 318
2021
Q2 		$129K Buy
11,074
+812
+8% +$9.51K 0.01% 296
2021
Q1 		$138K Buy
+10,262
New +$130K 0.01% 221

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Foundations Investment Advisors's CLM Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 30,479 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in CLM as recently as Q2 2021.

Foundations Investment Advisors first reported a position in CLM in Q1 2021 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Foundations Investment Advisors held 30,479 shares of Cornerstone Strategic Value Fund worth $230K as of Q2 2026.
  • Cornerstone Strategic Value Fund was a new Foundations Investment Advisors position in Q2 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1081 holding.
  • Foundations Investment Advisors first reported a position in Cornerstone Strategic Value Fund in Q1 2021 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.