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Cornerstone Strategic Value shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 34k 7.68
2024-06-30 $108k 14k 7.70
2024-03-31 $96k 13k 7.17

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial Advisors

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Advisor Group Holdings
Karpus Investment Management
LPL Financial
Thomas J. Herzfeld Advisors
Cable Car Capital
TrueMark Investments
Rivernorth Capital Management
Cohen & Steers Capital Management
Quarry
Cetera Investment Advisers
Perennial Investment Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Doliver Capital Advisors

View all funds holding Cornerstone Strategic Value