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Cornerstone Strategic Value shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $426k 57k 7.52
2023-09-30 $307k 38k 8.05
2023-06-30 $294k 35k 8.38
2023-03-31 $255k 33k 7.79

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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding Cornerstone Strategic Value

Sit Investment Associates
Alpine Partners VI
Boothbay Fund Management
Rivernorth Capital Management
Advisor Group Holdings
Karpus Investment Management
Thomas J. Herzfeld Advisors
Centaurus Financial
LPL Financial
Logan Stone Capital
Cable Car Capital
Significant Wealth Partners
Quarry
Yakira Capital Management
Cohen & Steers Capital Management

View all funds holding Cornerstone Strategic Value