Significant Wealth Partners’s Cornerstone Strategic Value Fund CLM Stock Holding History

Significant Wealth Partners’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
2024 Q2	–	Sell	-482,937	Closed	-$3.57M	–	86
2024 Q1	$3.57M	Sell	482,937 -73,468	-13%	-$524K	2.35%	9
2023 Q4	$3.94M	Buy	+556,405	New	+$3.97M	2.87%	6

Other funds holding CLM

Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return