Secure Asset Management’s Cornerstone Total Return Fund CRF Stock Holding History

Secure Asset 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	–	Sell	-21,851	Closed	-$152K	–	341
2026 Q1	$152K	Buy	+21,851	New	+$164K	0.02%	311

Other funds holding CRF

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Secure Asset Management's CRF Position: Q2 2026 in Review

Secure Asset Management sold out of Cornerstone Total Return Fund (CRF) in Q2 2026, closing a stake of 21,851 shares — an estimated $152K sold.

Secure Asset Management first reported a position in CRF in Q1 2026 and held it in 1 quarter. The position peaked at $152K in Q1 2026. 12 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

Secure Asset Management reported no remaining Cornerstone Total Return Fund position as of Q2 2026 after selling out during the quarter.
Secure Asset Management sold 21,851 Cornerstone Total Return Fund shares in Q2 2026, an estimated $152K.
Secure Asset Management first reported a position in Cornerstone Total Return Fund in Q1 2026 and held it in 1 quarter.
Secure Asset Management's Cornerstone Total Return Fund position peaked at $152K in Q1 2026.
12 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.