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Prospera Financial Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

Prospera 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
Q2 		$415K Sell
54,917
-31,756
-37% -$239K 0.01% 1113
2026
Q1 		$631K Sell
86,673
-1,018
-1% -$8K 0.01% 908
2025
Q4 		$733K Buy
87,691
+5,026
+6% +$41.6K 0.01% 795
2025
Q3 		$684K Buy
82,665
+11,939
+17% +$97.1K 0.01% 827
2025
Q2 		$574K Buy
70,726
+6,146
+10% +$45.3K 0.01% 856
2025
Q1 		$472K Buy
64,580
+7,797
+14% +$64.1K 0.01% 801
2024
Q4 		$480K Buy
56,783
+9,077
+19% +$74.9K 0.01% 755
2024
Q3 		$361K Hold
47,706
– – 0.01% 851
2024
Q2 		$362K Buy
47,706
+2,845
+6% +$21.1K 0.01% 839
2024
Q1 		$332K Hold
44,861
– – 0.01% 862
2023
Q4 		$317K Hold
44,861
– – 0.01% 824
2023
Q3 		$355K Buy
44,861
+2,844
+7% +$23.4K 0.01% 736
2023
Q2 		$347K Sell
42,017
-26,004
-38% -$203K 0.01% 734
2023
Q1 		$522K Buy
68,021
+3,525
+5% +$27.4K 0.02% 597
2022
Q4 		$468K Sell
64,496
-54,610
-46% -$441K 0.02% 553
2022
Q3 		$1M Buy
119,106
+35,154
+42% +$335K 0.05% 362
2022
Q2 		$709K Buy
83,952
+65,715
+360% +$703K 0.04% 444
2022
Q1 		$253K Buy
18,237
+3,556
+24% +$49.2K 0.01% 799
2021
Q4 		$206K Hold
14,681
– – 0.01% 826
2021
Q3 		$185K Buy
14,681
+3,505
+31% +$42.7K 0.01% 765
2021
Q2 		$128K Buy
+11,176
New +$131K 0.01% 775

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Prospera Financial Services's CLM Position: Q2 2026 in Review

Prospera Financial Services reduced its Cornerstone Strategic Value Fund (CLM) stake by 37% in Q2 2026, selling an estimated $239K and leaving 54,917 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #1113.

Prospera Financial Services first reported a position in CLM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1M in Q3 2022. 28 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Prospera Financial Services held 54,917 shares of Cornerstone Strategic Value Fund worth $415K as of Q2 2026.
  • Prospera Financial Services sold 31,756 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $239K.
  • Cornerstone Strategic Value Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1113 holding.
  • Prospera Financial Services first reported a position in Cornerstone Strategic Value Fund in Q2 2021 and has held it in 21 quarters since.
  • Prospera Financial Services's Cornerstone Strategic Value Fund position peaked at $1M in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.