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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CLM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CLM Position History
Cornerstone Strategic Investment Fund, Inc. • Financial Services
Quarters held
5
Latest value
$205K
Q3 2026
Peak value
$288K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $245K |
| Q4 2025 | $288K |
| Q1 2026 | $176K |
| Q2 2026 | $180K |
| Q3 2026 | $205K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $205K | 31.8K | — | — |
| Q2 2026 | $180K | 23.5K | — | — |
| Q1 2026 | $176K | 24.0K | — | — |
| Q4 2025 | $288K | 34.0K | — | — |
| Q3 2025 | $245K | 29.1K | — | — |
Other funds holding CLM
$4.8M