BW
CRF

BIP Wealth’s Cornerstone Total Return Fund CRF Stock Holding History

BIP Wealth’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 		– Sell
-16,320
Closed -$115K – 281
2025
Q1 		$115K Hold
16,320
– – 0.01% 271
2024
Q4 		$139K Buy
+16,320
New +$139K 0.01% 266

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

BIP Wealth's CRF Position: Q2 2025 in Review

BIP Wealth sold out of Cornerstone Total Return Fund (CRF) in Q2 2025, closing a stake of 16,320 shares — an estimated $115K sold.

BIP Wealth first reported a position in CRF in Q4 2024 and held it in 2 quarters. The position peaked at $139K in Q4 2024. 82 funds tracked by Wall St. Rank hold CRF as of Q2 2025.

  • BIP Wealth reported no remaining Cornerstone Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • BIP Wealth sold 16,320 Cornerstone Total Return Fund shares in Q2 2025, an estimated $115K.
  • BIP Wealth first reported a position in Cornerstone Total Return Fund in Q4 2024 and held it in 2 quarters.
  • BIP Wealth's Cornerstone Total Return Fund position peaked at $139K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2025.

Based on BIP Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.