Prospera Financial Services Inc
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1541625
Dallas, TX
Position in CLM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$415,172
-$215,807 QoQ
Shares Held
54,917
-36.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 145 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Prospera Financial Services Inc holds $135,113,428 across 81 Asset Management names. CLM ranks #39 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
249,715 | $29,383,964 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,340,709 | $25,299,178 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
472,542 | $14,256,592 | |
| 4 | BLK |
BlackRock, Inc.
|
10,338 | $9,940,607 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
476,073 | $4,389,393 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
209,878 | $3,003,354 | |
| 7 | ARCC |
Ares Capital Corp
|
152,696 | $2,829,456 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
88,163 | $2,591,992 |
All Filings in CLM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,172 | 54,917 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $630,979 | 86,673 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $733,096 | 87,691 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $684,466 | 82,665 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $574,295 | 70,726 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $464,836 | 63,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $472,524 | 55,889 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $354,937 | 46,955 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $355,857 | 46,955 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $326,817 | 44,155 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $312,476 | 44,155 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $349,848 | 44,155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $341,096 | 41,355 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $513,325 | 66,950 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $460,477 | 63,480 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $988,835 | 117,230 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $697,802 | 82,630 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $248,932 | 17,950 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $203,239 | 14,450 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $182,046 | 14,450 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $125,699 | 11,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||