WJ Financial Advisors LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 2095682
KILLINGWORTH, CT
Position in CLM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,238,981
+$1,040,176 QoQ
Shares Held
444,915
+69.2% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WJ Financial Advisors LLC holds $8,799,366 across 9 Asset Management names. CLM ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLM |
Cornerstone Strategic Investment Fund, Inc.
This page
|
444,915 | $3,238,981 | |
| 2 | TYG |
Tortoise Energy Infrastructure Corp
|
28,581 | $1,424,762 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
77,025 | $1,278,615 | |
| 4 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
58,314 | $1,164,530 | |
| 5 | BLK |
BlackRock, Inc.
|
732 | $703,971 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
7,800 | $372,216 | |
| 7 | SLRC |
SLR Investment Corp.
|
20,891 | $298,950 | |
| 8 | PFN |
PIMCO Income Strategy Fund II
|
28,881 | $198,990 |
All Filings in CLM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,238,981 | 444,915 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,198,805 | 263,015 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,249,443 | 150,899 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||