O'Donnell Financial Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

O'Donnell Financial 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	$64.6K	Buy	+10,102	New	+$70.9K	0.02%	75

Other funds holding CLM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $755M AUM 21.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

O'Donnell Financial Services's CLM Position: Q3 2026 in Review

O'Donnell Financial Services opened a new position in Cornerstone Strategic Value Fund (CLM) in Q3 2026: 10,102 shares worth $64.6K. The stake represents 0.02% of the portfolio and ranks #75 among its holdings.

66 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

O'Donnell Financial Services held 10,102 shares of Cornerstone Strategic Value Fund worth $64.6K as of Q3 2026.
Cornerstone Strategic Value Fund was a new O'Donnell Financial Services position in Q3 2026.
Cornerstone Strategic Value Fund made up 0.02% of O'Donnell Financial Services's portfolio in Q3 2026, its #75 holding.
66 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on O'Donnell Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.