Advisornet Financial’s Cornerstone Total Return Fund CRF Stock Holding History

Advisornet Financial’s Portfolio CRF Stock Details CRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.64K	Buy	955 +44	+5%	+$331	﹤0.01%	1662
2025 Q4	$7.3K	Buy	911 +39	+4%	+$311	﹤0.01%	1638
2025 Q3	$7.01K	Buy	872 +37	+4%	+$291	﹤0.01%	1621
2025 Q2	$6.47K	Buy	835 +269	+48%	+$1.91K	﹤0.01%	1605
2025 Q1	$3.98K	Buy	+566	New	+$4.59K	﹤0.01%	1653
2024 Q1	–	Sell	-40	Closed	-$275	–	2141
2023 Q4	$275	Buy	40 +2	+5%	+$14	﹤0.01%	2242
2023 Q3	$297	Buy	38 +2	+6%	+$16	﹤0.01%	2075
2023 Q2	$282	Buy	36 +2	+6%	+$15	﹤0.01%	2159
2023 Q1	$247	Buy	34 +2	+6%	+$15	﹤0.01%	2214
2022 Q4	$223	Buy	32 +2	+7%	+$16	﹤0.01%	2195
2022 Q3	$0	Buy	30 +2	+7%	+$18	﹤0.01%	1884
2022 Q2	$0	Buy	28 +2	+8%	+$20	﹤0.01%	1913
2022 Q1	$0	Buy	+26	New	+$348	﹤0.01%	2029

Other funds holding CRF

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

Quarry LP New York $496M AUM 23.92% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return