LifeSteps Financial’s Cornerstone Strategic Value Fund CLM Stock Holding History

LifeSteps Financial’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	$22.7K	Buy	+3,000	New	+$22.6K	0.01%	294

Other funds holding CLM

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

LifeSteps Financial's CLM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 3,000 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

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

LifeSteps Financial held 3,000 shares of Cornerstone Strategic Value Fund worth $22.7K as of Q2 2026.
Cornerstone Strategic Value Fund was a new LifeSteps Financial position in Q2 2026.
Cornerstone Strategic Value Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #294 holding.
58 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.