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

Highland Investment Advisors LLC’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 		$61.7K Buy
+8,161
New +$61.4K 0.03% 163

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WAM
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Cambridge Investment Research Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFA
WJ Financial Advisors Killingworth, Connecticut $136M AUM 23.45% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return

Highland Investment Advisors LLC's CLM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 8,161 shares worth $61.7K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings.

122 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Highland Investment Advisors LLC held 8,161 shares of Cornerstone Strategic Value Fund worth $61.7K as of Q2 2026.
  • Cornerstone Strategic Value Fund was a new Highland Investment Advisors LLC position in Q2 2026.
  • Cornerstone Strategic Value Fund made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #163 holding.
  • 122 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

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