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Cornerstone Strategic Value shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $132k 16k 8.28
2022-12-31 $323k 44k 7.37
2022-03-31 $168k 12k 14.07

More positions owned by Money Concepts Capital Corp

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Listed Fds Tr Roundhill Magnif (MAGS)
Ishares Tr Us Sml Cp Value (SVAL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Money Concepts Capital Corp

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
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Sit Investment Associates
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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