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Cornerstone Strategic Value shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $94k 13k 7.28
2025-09-30 $98k 12k 8.28
2025-06-30 $99k 12k 8.12
2025-03-31 $92k 12k 7.43

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

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