Redhawk Wealth Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Redhawk Wealth Advisors’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	$98.8K	Buy	13,063 +604	+5%	+$4.54K	0.01%	407
2026 Q1	$90.7K	Buy	12,459 +567	+5%	+$4.45K	0.01%	380
2025 Q4	$99.4K	Sell	11,892 -12,862	-52%	-$106K	0.01%	365
2025 Q3	$205K	Buy	24,754 +1,076	+5%	+$8.75K	0.02%	328
2025 Q2	$192K	Buy	23,678 +753	+3%	+$5.56K	0.02%	320
2025 Q1	$168K	Buy	22,925 +370	+2%	+$3.04K	0.02%	290
2024 Q4	$191K	Hold	22,555	–	–	0.03%	287
2024 Q3	$170K	Hold	22,555	–	–	0.02%	301
2024 Q2	$171K	Buy	22,555 +4,609	+26%	+$34.1K	0.03%	294
2024 Q1	$133K	Buy	+17,946	New	+$128K	0.02%	302

Other funds holding CLM

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

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

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

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return