BWM
CRF

Buska Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History

Buska Wealth Management’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
Q2 		$178K Buy
24,761
+743
+3% +$5.34K 0.06% 81
2026
Q1 		$167K Buy
24,018
+622
+3% +$4.67K 0.07% 74
2025
Q4 		$187K Buy
23,396
+243
+1% +$1.94K 0.07% 75
2025
Q3 		$186K Buy
+23,153
New +$182K 0.06% 75

Other funds holding CRF

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Buska Wealth Management's CRF Position: Q2 2026 in Review

Buska Wealth Management increased its Cornerstone Total Return Fund (CRF) stake by 3.1% in Q2 2026, buying an estimated $5.34K and bringing the position to 24,761 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #81.

Buska Wealth Management first reported a position in CRF in Q3 2025 and has held it in 4 quarters since. The position peaked at $187K in Q4 2025. 12 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Buska Wealth Management held 24,761 shares of Cornerstone Total Return Fund worth $178K as of Q2 2026.
  • Buska Wealth Management bought 743 Cornerstone Total Return Fund shares in Q2 2026, an estimated $5.34K.
  • Cornerstone Total Return Fund made up 0.06% of Buska Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Buska Wealth Management first reported a position in Cornerstone Total Return Fund in Q3 2025 and has held it in 4 quarters since.
  • Buska Wealth Management's Cornerstone Total Return Fund position peaked at $187K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.