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Cornerstone Strategic Value shares owned by WealthTrust DunckerStreett

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

Historical chart of WealthTrust DunckerStreett investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by WealthTrust DunckerStreett

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3k 1.0k 8.28

More positions owned by WealthTrust DunckerStreett

Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
HEICO Corporation (HEI)
Axon Enterprise (AXON)
Thermo Fisher Scientific (TMO)
Danaher Corporation (DHR)
Lowe's Companies (LOW)
Palo Alto Networks (PANW)

View all positions for WealthTrust DunckerStreett

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