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

Spire 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	$13.3K	Sell	1,759 -1,901	-52%	-$14.3K	﹤0.01%	1557
2026 Q1	$26.6K	Buy	3,660 +88	+2%	+$691	﹤0.01%	1333
2025 Q4	$29.9K	Buy	+3,572	New	+$29.5K	﹤0.01%	1337
2022 Q3	–	Sell	-660	Closed	-$6K	–	2238
2022 Q2	$6K	Sell	660 -254	-28%	-$2.72K	﹤0.01%	2065
2022 Q1	$13K	Buy	914 +660	+260%	+$9.13K	﹤0.01%	1939
2021 Q4	$4K	Hold	254	–	–	﹤0.01%	2612
2021 Q3	$3K	Hold	254	–	–	﹤0.01%	2378
2021 Q2	$3K	Hold	254	–	–	﹤0.01%	2406
2021 Q1	$3K	Buy	+254	New	+$3.23K	﹤0.01%	2740

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

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

Spire Wealth Management reduced its Cornerstone Strategic Value Fund (CLM) stake by 52% in Q2 2026, selling an estimated $14.3K and leaving 1,759 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Spire Wealth Management first reported a position in CLM in Q1 2021 and has held it in 9 quarters since. The position peaked at $29.9K in Q4 2025. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

Spire Wealth Management held 1,759 shares of Cornerstone Strategic Value Fund worth $13.3K as of Q2 2026.
Spire Wealth Management sold 1,901 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $14.3K.
Cornerstone Strategic Value Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1557 holding.
Spire Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's Cornerstone Strategic Value Fund position peaked at $29.9K in Q4 2025.
145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.