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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
2024-03-31 $96k 13k 7.17

More positions owned by Evernest Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

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