SPIA
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Steward Partners Investment Advisory’s Cornerstone Strategic Value Fund CLM Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$4 Hold
1
– – ﹤0.01% 4403
2025
Q4 		$4 Hold
1
– – ﹤0.01% 4297
2025
Q3 		$4 Hold
1
– – ﹤0.01% 4253
2025
Q2 		$4 Sell
1
-11,953
-100% -$88.2K ﹤0.01% 4105
2025
Q1 		$87.4K Buy
11,954
+509
+4% +$4.19K ﹤0.01% 2094
2024
Q4 		$96.8K Sell
11,445
-38,467
-77% -$317K ﹤0.01% 2005
2024
Q3 		$377K Buy
49,912
+965
+2% +$7.21K ﹤0.01% 1229
2024
Q2 		$371K Buy
48,947
+1,294
+3% +$9.58K ﹤0.01% 1189
2024
Q1 		$353K Buy
47,653
+3,094
+7% +$22.1K ﹤0.01% 1195
2023
Q4 		$315K Buy
44,559
+9,652
+28% +$68.9K ﹤0.01% 1196
2023
Q3 		$277K Buy
+34,907
New +$287K ﹤0.01% 1152
2018
Q2 		– Sell
-510
Closed -$7K – 2460
2018
Q1 		$7K Hold
510
– – ﹤0.01% 1680
2017
Q4 		$7K Hold
510
– – ﹤0.01% 1427
2017
Q3 		$7K Hold
510
– – ﹤0.01% 1197
2017
Q2 		$7K Hold
510
– – ﹤0.01% 1134
2017
Q1 		$8K Buy
+510
New +$7.81K ﹤0.01% 991

Other funds holding CLM

AGM
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BFM
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PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return