EVOLUTION WEALTH MANAGEMENT INC.
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 2010029
FORT MYERS, FL
Position in CLM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$141,414
-$20,979 QoQ
Shares Held
19,425
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $562,265 across 23 Asset Management names. CLM ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLM |
Cornerstone Strategic Investment Fund, Inc.
This page
|
19,425 | $141,414 | |
| 2 | BLK |
BlackRock, Inc.
|
144 | $138,486 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
3,741 | $100,183 | |
| 4 | BX |
Blackstone Inc.
|
318 | $36,566 | |
| 5 | AMP |
Ameriprise Financial Inc
|
77 | $34,218 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
572 | $20,271 | |
| 7 | APO |
Apollo Global Management, Inc.
|
166 | $18,495 | |
| 8 | SAR |
Saratoga Investment Corp.
|
701 | $15,330 |
All Filings in CLM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,414 | 19,425 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $162,393 | 19,425 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $160,839 | 19,425 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $157,731 | 19,425 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||