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Cornerstone Strategic Value shares owned by Soltis Investment Advisors

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Soltis Investment Advisors from 13F filings

Historical chart of Soltis Investment Advisors investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $178k 21k 8.59
2024-09-30 $102k 13k 7.68
2024-06-30 $102k 13k 7.70

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Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Innovator Etfs Trust Equity Defined P
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Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Soltis Investment Advisors

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Boothbay Fund Management
Advisor Group Holdings
LPL Financial
Cable Car Capital
TrueMark Investments
Cohen & Steers Capital Management
Karpus Investment Management
Quarry
Morgan Stanley
Perennial Investment Advisors
Cambridge Investment Research Advisors
Raymond James Financial
Cetera Investment Advisers
Raymond James & Associates

View all funds holding Cornerstone Strategic Value