SHP Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

SHP Wealth Management’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	$18.9K	Buy	+2,500	New	+$18.8K	﹤0.01%	802

Other funds holding CLM

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

SHP Wealth Management's CLM Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 2,500 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

SHP Wealth Management held 2,500 shares of Cornerstone Strategic Value Fund worth $18.9K as of Q2 2026.
Cornerstone Strategic Value Fund was a new SHP Wealth Management position in Q2 2026.
Cornerstone Strategic Value Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #802 holding.
145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.