IWC
CRF

Integrated Wealth Concepts’s Cornerstone Total Return Fund CRF Stock Holding History

Integrated Wealth Concepts’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 		$70.7K Buy
+10,176
New +$76.5K ﹤0.01% 2202

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Osaic Holdings
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
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Integrated Wealth Concepts's CRF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Cornerstone Total Return Fund (CRF) in Q1 2026: 10,176 shares worth $70.7K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings.

93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Integrated Wealth Concepts held 10,176 shares of Cornerstone Total Return Fund worth $70.7K as of Q1 2026.
  • Cornerstone Total Return Fund was a new Integrated Wealth Concepts position in Q1 2026.
  • Cornerstone Total Return Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2202 holding.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.