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Cornerstone Strategic Value shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $104k 14k 7.42
2022-12-31 $16k 2.0k 7.96

More positions owned by Accurate Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Global X Fds 1-3 Month T-bill (CLIP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Procter & Gamble Company (PG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Accurate Wealth Management

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Boothbay Fund Management
PFG Investments
Advisor Group Holdings
OZ Management
LPL Financial
Cetera Investment Advisers
Cable Car Capital
Quarry
Warberg Asset Management
Cambridge Investment Research Advisors
Morgan Stanley
Cohen & Steers Capital Management
Perennial Investment Advisors
WJ Financial Advisors

View all funds holding Cornerstone Strategic Value