BlueChip Wealth Advisors »

Cornerstone Strategic Value shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip Wealth Advisors investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cornerstone Strategic Value by BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $110k 14k 8.12
2025-03-31 $97k 13k 7.43
2024-12-31 $112k 13k 8.59
2024-09-30 $101k 13k 7.68
2024-06-30 $101k 13k 7.70

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)

View all positions for BlueChip Wealth Advisors

Top funds holding Cornerstone Strategic Value

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

View all funds holding Cornerstone Strategic Value