IAA
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Independent Advisor Alliance’s Cornerstone Strategic Value Fund CLM Stock Holding History

Independent Advisor Alliance’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 		$270K Buy
+37,072
New +$291K ﹤0.01% 1375
2025
Q1 		– Sell
-35,252
Closed -$298K – 891
2024
Q4 		$298K Buy
+35,252
New +$291K ﹤0.01% 1146

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 106.31% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 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 27.49% 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

Independent Advisor Alliance's CLM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Cornerstone Strategic Value Fund (CLM) in Q1 2026: 37,072 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CLM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CLM in Q4 2024 and has held it in 2 quarters since. The position peaked at $298K in Q4 2024. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Independent Advisor Alliance held 37,072 shares of Cornerstone Strategic Value Fund worth $270K as of Q1 2026.
  • Cornerstone Strategic Value Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1375 holding.
  • Independent Advisor Alliance first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Cornerstone Strategic Value Fund position peaked at $298K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.