Avantax Advisory Services’s Cornerstone Total Return Fund CRF Stock Holding History

Avantax Advisory Services’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
2025 Q2	$668K	Buy	+86,151	New	+$612K	﹤0.01%	1412

Other funds holding CRF

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

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

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

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

Avantax Advisory Services's CRF Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Cornerstone Total Return Fund (CRF) in Q2 2025: 86,151 shares worth $668K. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings.

82 funds tracked by Wall St. Rank hold CRF as of Q2 2025.

Avantax Advisory Services held 86,151 shares of Cornerstone Total Return Fund worth $668K as of Q2 2025.
Cornerstone Total Return Fund was a new Avantax Advisory Services position in Q2 2025.
Cornerstone Total Return Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1412 holding.
82 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.