KESTRA PRIVATE WEALTH SERVICES, LLC

Position in CLM — Cornerstone Strategic Investment Fund, Inc.

CIK 1649451 AUSTIN, TX

Position in CLM

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$187,860

-$20,379 QoQ

Shares Held

25,805

+3.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

9 quarters on record

Financial Services · as of Mar 31, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $65,142,519 across 91 Asset Management names. CLM ranks #69 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,532	$10,128,729
2	BX	Blackstone Inc.	66,525	$7,649,709
3	BN	BROOKFIELD Corp /ON/	112,155	$4,538,912
4	CEF	Sprott Physical Gold & Silver Trust	57,687	$2,752,823
5	PHYS	Sprott Physical Gold Trust	64,058	$2,270,215
6	AMP	Ameriprise Financial Inc	3,974	$1,766,045
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	123,653	$1,765,764
8	ARCC	Ares Capital Corp	89,015	$1,604,050

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$187,860	25,805	+3.6%	Shares	Sole	2026-04-20
2025-12-31	$208,239	24,909	-6.9%	Shares	Sole	2026-01-29
2025-09-30	$221,539	26,756	+10.1%	Shares	Sole	2025-11-17
2025-06-30	$197,291	24,297	+19.8%	Shares	Sole	2025-08-07
2025-03-31	$148,300	20,279	+22.1%	Shares	Sole	2025-05-05
2024-12-31	$140,457	16,613	+5.4%	Shares	Sole	2025-01-28
2024-09-30	$119,184	15,767	+7.8%	Shares	Sole	2024-11-13
2024-06-30	$110,853	14,627	-0.0%	Shares	Sole	2024-08-12
2021-03-31	$193,963	14,630	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.