A4 Wealth Advisors LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 2033987
HUNTERSVILLE, NC
Position in CLM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$106,006
-$10,270 QoQ
Shares Held
14,022
-12.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#94
of 145 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026A4 Wealth Advisors LLC holds $106,006 across 1 Asset Management name. CLM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLM |
Cornerstone Strategic Investment Fund, Inc.
This page
|
14,022 | $106,006 |
All Filings in CLM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,006 | 14,022 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $116,276 | 15,972 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $133,525 | 15,972 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,720 | 27,744 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||