HAG
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HF Advisory Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

HF Advisory 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
2026
Q2 		$193K Buy
25,484
+985
+4% +$7.41K 0.06% 167
2026
Q1 		$178K Buy
24,499
+924
+4% +$7.26K 0.06% 165
2025
Q4 		$197K Buy
23,575
+830
+4% +$6.86K 0.07% 165
2025
Q3 		$188K Buy
22,745
+806
+4% +$6.56K 0.07% 163
2025
Q2 		$178K Buy
21,939
+498
+2% +$3.67K 0.07% 161
2025
Q1 		$157K Buy
21,441
+52
+0.2% +$428 0.07% 158
2024
Q4 		$181K Buy
21,389
+612
+3% +$5.05K 0.08% 157
2024
Q3 		$157K Buy
20,777
+653
+3% +$4.88K 0.07% 162
2024
Q2 		$153K Buy
20,124
+634
+3% +$4.69K 0.08% 162
2024
Q1 		$144K Buy
19,490
+858
+5% +$6.12K 0.08% 154
2023
Q4 		$132K Buy
18,632
+650
+4% +$4.64K 0.08% 149
2023
Q3 		$142K Buy
17,982
+668
+4% +$5.5K 0.11% 146
2023
Q2 		$143K Buy
17,314
+658
+4% +$5.13K 0.11% 133
2023
Q1 		$128K Buy
16,656
+721
+5% +$5.6K 0.11% 132
2022
Q4 		$116K Buy
+15,935
New +$129K 0.12% 129

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
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 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

HF Advisory Group's CLM Position: Q2 2026 in Review

HF Advisory Group increased its Cornerstone Strategic Value Fund (CLM) stake by 4% in Q2 2026, buying an estimated $7.41K and bringing the position to 25,484 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #167.

HF Advisory Group first reported a position in CLM in Q4 2022 and has held it in 15 quarters since. The position peaked at $197K in Q4 2025. 26 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • HF Advisory Group held 25,484 shares of Cornerstone Strategic Value Fund worth $193K as of Q2 2026.
  • HF Advisory Group bought 985 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $7.41K.
  • Cornerstone Strategic Value Fund made up 0.06% of HF Advisory Group's portfolio in Q2 2026, its #167 holding.
  • HF Advisory Group first reported a position in Cornerstone Strategic Value Fund in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's Cornerstone Strategic Value Fund position peaked at $197K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.