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Cornerstone Strategic Value shares owned by Aventura Private Wealth

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

Historical chart of Aventura Private Wealth investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 2.5k 8.36
2025-09-30 $12k 1.5k 8.28
2025-06-30 $12k 1.5k 8.12
2025-03-31 $7.4k 1.0k 7.43
2024-12-31 $8.6k 1.0k 8.59

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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding Cornerstone Strategic Value

Sit Investment Associates
Advisor Group Holdings
PFG Investments
OZ Management
LPL Financial
Boothbay Fund Management
Quarry
Cetera Investment Advisers
Alpine Partners VI
Rivernorth Capital Management
Cable Car Capital
Cohen & Steers Capital Management
Stratos Wealth Partners
Cambridge Investment Research Advisors
Yakira Capital Management

View all funds holding Cornerstone Strategic Value