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Garton & Associates Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-2,500
Closed -$20.9K – 230
2025
Q4 		$20.9K Buy
+2,500
New +$20.7K 0.01% 617

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

Garton & Associates Financial Advisors's CLM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2026, closing a stake of 2,500 shares — an estimated $20.9K sold.

Garton & Associates Financial Advisors first reported a position in CLM in Q4 2025 and held it in 1 quarter. The position peaked at $20.9K in Q4 2025. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,500 Cornerstone Strategic Value Fund shares in Q1 2026, an estimated $20.9K.
  • Garton & Associates Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Cornerstone Strategic Value Fund position peaked at $20.9K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.