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NWF Advisory Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

NWF Advisory Services’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 		$98.3K Buy
13,500
+1,000
+8% +$7.86K 0.01% 390
2025
Q4 		$105K Buy
+12,500
New +$103K 0.01% 389

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

NWF Advisory Services's CLM Position: Q1 2026 in Review

NWF Advisory Services increased its Cornerstone Strategic Value Fund (CLM) stake by 8% in Q1 2026, buying an estimated $7.86K and bringing the position to 13,500 shares worth $98.3K. The position accounts for 0.01% of the portfolio, ranked #390.

NWF Advisory Services first reported a position in CLM in Q4 2025 and has held it in 2 quarters since. The position peaked at $105K in Q4 2025. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • NWF Advisory Services held 13,500 shares of Cornerstone Strategic Value Fund worth $98.3K as of Q1 2026.
  • NWF Advisory Services bought 1,000 Cornerstone Strategic Value Fund shares in Q1 2026, an estimated $7.86K.
  • Cornerstone Strategic Value Fund made up 0.01% of NWF Advisory Services's portfolio in Q1 2026, its #390 holding.
  • NWF Advisory Services first reported a position in Cornerstone Strategic Value Fund in Q4 2025 and has held it in 2 quarters since.
  • NWF Advisory Services's Cornerstone Strategic Value Fund position peaked at $105K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.