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Cornerstone Strategic Value shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 34k 8.28

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr Energy (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

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