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Howe & Rusling’s Cornerstone Strategic Value Fund CLM Stock Holding History

Howe & Rusling’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 		$147K Buy
+20,142
New +$158K 0.01% 311

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Howe & Rusling's CLM Position: Q1 2026 in Review

Howe & Rusling opened a new position in Cornerstone Strategic Value Fund (CLM) in Q1 2026: 20,142 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Howe & Rusling held 20,142 shares of Cornerstone Strategic Value Fund worth $147K as of Q1 2026.
  • Cornerstone Strategic Value Fund was a new Howe & Rusling position in Q1 2026.
  • Cornerstone Strategic Value Fund made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #311 holding.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.