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Advisory Solutions Group, LLC’s Cornerstone Strategic Value Fund CLM Stock Holding History

Advisory Solutions Group, LLC’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 		$740K Buy
+97,879
New +$736K 0.25% 87

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CFD
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Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
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MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Advisory Solutions Group, LLC's CLM Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 97,879 shares worth $740K. The stake represents 0.25% of the portfolio and ranks #87 among its holdings.

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

  • Advisory Solutions Group, LLC held 97,879 shares of Cornerstone Strategic Value Fund worth $740K as of Q2 2026.
  • Cornerstone Strategic Value Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • Cornerstone Strategic Value Fund made up 0.25% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #87 holding.
  • 57 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.