NWF Advisory Services
CLM icon

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
Q3 		– Sell
-13,500
Closed -$102K – 447
2026
Q2 		$102K Hold
13,500
– – 0.01% 432
2026
Q1 		$98.3K Buy
13,500
+1,000
+8% +$7.86K 0.01% 390
2025
Q4 		$104K Buy
+12,500
New +$103K 0.01% 389

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NWF Advisory Services's CLM Position: Q3 2026 in Review

NWF Advisory Services sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2026, closing a stake of 13,500 shares — an estimated $102K sold.

NWF Advisory Services first reported a position in CLM in Q4 2025 and held it in 3 quarters. The position peaked at $104K in Q4 2025. 24 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • NWF Advisory Services reported no remaining Cornerstone Strategic Value Fund position as of Q3 2026 after selling out during the quarter.
  • NWF Advisory Services sold 13,500 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $102K.
  • NWF Advisory Services first reported a position in Cornerstone Strategic Value Fund in Q4 2025 and held it in 3 quarters.
  • NWF Advisory Services's Cornerstone Strategic Value Fund position peaked at $104K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.