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

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