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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
Q3 		– Sell
-24,761
Closed -$178K – 79
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 $155M AUM 8.85% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Buska Wealth Management's CRF Position: Q3 2026 in Review

Buska Wealth Management sold out of Cornerstone Total Return Fund (CRF) in Q3 2026, closing a stake of 24,761 shares — an estimated $178K sold.

Buska Wealth Management first reported a position in CRF in Q3 2025 and held it in 4 quarters. The position peaked at $187K in Q4 2025. 5 funds tracked by Wall St. Rank hold CRF as of Q3 2026.

  • Buska Wealth Management reported no remaining Cornerstone Total Return Fund position as of Q3 2026 after selling out during the quarter.
  • Buska Wealth Management sold 24,761 Cornerstone Total Return Fund shares in Q3 2026, an estimated $178K.
  • Buska Wealth Management first reported a position in Cornerstone Total Return Fund in Q3 2025 and held it in 4 quarters.
  • Buska Wealth Management's Cornerstone Total Return Fund position peaked at $187K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.