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GPS Wealth Strategies Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-8,010
Closed -$66.3K – 736
2025
Q3 		$66.3K Hold
8,010
– – 0.01% 605
2025
Q2 		$65K Buy
8,010
+1,091
+16% +$8.05K 0.01% 582
2025
Q1 		$50.6K Hold
6,919
– – 0.01% 605
2024
Q4 		$58.5K Hold
6,919
– – 0.01% 548
2024
Q3 		$52.3K Hold
6,919
– – 0.01% 564
2024
Q2 		$52.4K Hold
6,919
– – 0.01% 526
2024
Q1 		$51.2K Hold
6,919
– – 0.01% 505
2023
Q4 		$49K Hold
6,919
– – 0.01% 495
2023
Q3 		$54.8K Hold
6,919
– – 0.01% 468
2023
Q2 		$57.1K Buy
6,919
+900
+15% +$7.02K 0.01% 468
2023
Q1 		$46.1K Buy
+6,019
New +$46.8K 0.01% 494

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

GPS Wealth Strategies Group's CLM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2025, closing a stake of 8,010 shares — an estimated $66.3K sold.

GPS Wealth Strategies Group first reported a position in CLM in Q1 2023 and held it in 11 quarters. The position peaked at $66.3K in Q3 2025. 127 funds tracked by Wall St. Rank hold CLM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Cornerstone Strategic Value Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 8,010 Cornerstone Strategic Value Fund shares in Q4 2025, an estimated $66.3K.
  • GPS Wealth Strategies Group first reported a position in Cornerstone Strategic Value Fund in Q1 2023 and held it in 11 quarters.
  • GPS Wealth Strategies Group's Cornerstone Strategic Value Fund position peaked at $66.3K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.