Wealth Enhancement Advisory Services
CLM icon

Wealth Enhancement Advisory Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$205K Buy
31,804
+8,271
+35% +$58K ﹤0.01% 3723
2026
Q2 		$180K Sell
23,533
-490
-2% -$3.69K ﹤0.01% 3626
2026
Q1 		$176K Sell
24,023
-10,016
-29% -$78.7K ﹤0.01% 3180
2025
Q4 		$288K Buy
34,039
+4,890
+17% +$40.4K ﹤0.01% 2960
2025
Q3 		$245K Sell
29,149
-1,951
-6% -$15.9K ﹤0.01% 2953
2025
Q2 		$256K Buy
31,100
+12,906
+71% +$95.2K ﹤0.01% 2769
2025
Q1 		$133K Sell
18,194
-7,449
-29% -$61.3K ﹤0.01% 2709
2024
Q4 		$217K Buy
25,643
+12,133
+90% +$100K ﹤0.01% 2636
2024
Q3 		$102K Buy
+13,510
New +$101K ﹤0.01% 2556

Other funds holding CLM

Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Cornerstone Strategic Value Fund (CLM) stake by 35% in Q3 2026, buying an estimated $58K and bringing the position to 31,804 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3723.

Wealth Enhancement Advisory Services first reported a position in CLM in Q3 2024 and has held it in 9 quarters since. The position peaked at $288K in Q4 2025. 38 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 31,804 shares of Cornerstone Strategic Value Fund worth $205K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,271 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $58K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3723 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cornerstone Strategic Value Fund in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Cornerstone Strategic Value Fund position peaked at $288K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.