IA
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IFP Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

IFP 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
2025
Q4 		– Sell
-2,000
Closed -$16.6K – 4909
2025
Q3 		$16.6K Buy
+2,000
New +$16.3K ﹤0.01% 2675
2025
Q2 		– Sell
-4,318
Closed -$31.6K – 4936
2025
Q1 		$31.6K Hold
4,318
– – ﹤0.01% 2092
2024
Q4 		$36.5K Buy
+4,318
New +$35.6K ﹤0.01% 1978
2023
Q1 		– Sell
-428
Closed -$6K – 3550
2022
Q4 		$6K Hold
428
– – ﹤0.01% 3670
2022
Q3 		$6K Hold
428
– – ﹤0.01% 3916
2022
Q2 		$6K Hold
428
– – ﹤0.01% 3665
2022
Q1 		$6K Buy
+428
New +$5.92K ﹤0.01% 3665
2018
Q4 		– Sell
-17,107
Closed -$236K – 3563
2018
Q3 		$236K Sell
17,107
-279
-2% -$3.88K 0.01% 988
2018
Q2 		$240K Buy
17,386
+5,164
+42% +$77K 0.01% 972
2018
Q1 		$186K Hold
12,222
– – 0.01% 1025
2017
Q4 		$186K Sell
12,222
-1,319
-10% -$19.5K 0.01% 1031
2017
Q3 		$197K Sell
13,541
-71
-0.5% -$1.03K 0.01% 1155
2017
Q2 		$213K Buy
13,612
+1,557
+13% +$25K 0.01% 1099
2017
Q1 		$192K Buy
12,055
+8,821
+273% +$135K 0.01% 1133
2016
Q4 		$48K Buy
3,234
+1,019
+46% +$15K ﹤0.01% 1904
2016
Q3 		$33K Buy
2,215
+1,219
+122% +$19.8K ﹤0.01% 2070
2016
Q2 		$16K Buy
+996
New +$15.6K ﹤0.01% 2481
2016
Q1 		– Sell
-113
Closed -$2K – 2525
2015
Q4 		$2K Buy
+113
New +$1.83K ﹤0.01% 3304

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

IFP Advisors's CLM Position: Q4 2025 in Review

IFP Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2025, closing a stake of 2,000 shares — an estimated $16.6K sold.

IFP Advisors first reported a position in CLM in Q4 2015 and held it in 18 quarters. The position peaked at $240K in Q2 2018. 127 funds tracked by Wall St. Rank hold CLM as of Q4 2025.

  • IFP Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 2,000 Cornerstone Strategic Value Fund shares in Q4 2025, an estimated $16.6K.
  • IFP Advisors first reported a position in Cornerstone Strategic Value Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Cornerstone Strategic Value Fund position peaked at $240K in Q2 2018.
  • 127 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.