Janney Montgomery Scott
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Janney Montgomery Scott’s Cornerstone Strategic Value Fund CLM Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-27,491
Closed -$201K – 2719
2025
Q1 		$201K Buy
+27,491
New +$226K ﹤0.01% 2534

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Janney Montgomery Scott's CLM Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2025, closing a stake of 27,491 shares — an estimated $201K sold.

Janney Montgomery Scott first reported a position in CLM in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 121 funds tracked by Wall St. Rank hold CLM as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Cornerstone Strategic Value Fund position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 27,491 Cornerstone Strategic Value Fund shares in Q2 2025, an estimated $201K.
  • Janney Montgomery Scott first reported a position in Cornerstone Strategic Value Fund in Q1 2025 and held it in 1 quarter.
  • Janney Montgomery Scott's Cornerstone Strategic Value Fund position peaked at $201K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.