SFA
CRF

Semmax Financial Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

Semmax Financial Advisors’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 		$2.64K Buy
335
+12
+4% +$85 ﹤0.01% 335
2025
Q1 		$2.16K Buy
323
+17
+6% +$138 ﹤0.01% 320
2024
Q4 		$2.73K Buy
+306
New +$2.6K ﹤0.01% 282

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

Semmax Financial Advisors's CRF Position: Q2 2025 in Review

Semmax Financial Advisors increased its Cornerstone Total Return Fund (CRF) stake by 3.7% in Q2 2025, buying an estimated $85 and bringing the position to 335 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Semmax Financial Advisors first reported a position in CRF in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.73K in Q4 2024. 82 funds tracked by Wall St. Rank hold CRF as of Q2 2025.

  • Semmax Financial Advisors held 335 shares of Cornerstone Total Return Fund worth $2.64K as of Q2 2025.
  • Semmax Financial Advisors bought 12 Cornerstone Total Return Fund shares in Q2 2025, an estimated $85.
  • Cornerstone Total Return Fund made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #335 holding.
  • Semmax Financial Advisors first reported a position in Cornerstone Total Return Fund in Q4 2024 and has held it in 3 quarters since.
  • Semmax Financial Advisors's Cornerstone Total Return Fund position peaked at $2.73K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.