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Cornerstone Strategic Value shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $83k 10k 8.28
2025-06-30 $81k 10k 8.12
2025-03-31 $74k 10k 7.43
2024-12-31 $86k 10k 8.59

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Oracle Corporation (ORCL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)

View all positions for Kingsview Wealth Management

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