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Cornerstone Strategic Value shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 224k 8.28
2025-06-30 $1.7M 206k 8.12
2025-03-31 $1.2M 166k 7.43
2024-12-31 $1.1M 133k 8.59
2024-09-30 $600k 78k 7.68

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole 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