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Cornerstone Strategic Value shares owned by ValMark Advisers

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by ValMark Advisers

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

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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