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

Smallwood Wealth Investment 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	$7.18K	Hold	1,000	–	–	﹤0.01%	353
2026 Q1	$6.95K	Hold	1,000	–	–	﹤0.01%	350
2025 Q4	$8.01K	Hold	1,000	–	–	﹤0.01%	327
2025 Q3	$8.04K	Hold	1,000	–	–	﹤0.01%	328
2025 Q2	$7.75K	Sell	1,000 -20	-2%	-$142	﹤0.01%	335
2025 Q1	$7.18K	Buy	+1,020	New	+$8.28K	﹤0.01%	331

Other funds holding CRF

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

WCM

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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

Smallwood Wealth Investment Management's CRF Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Cornerstone Total Return Fund (CRF) position steady in Q2 2026 at 1,000 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Smallwood Wealth Investment Management first reported a position in CRF in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.04K in Q3 2025. 36 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

Smallwood Wealth Investment Management held 1,000 shares of Cornerstone Total Return Fund worth $7.18K as of Q2 2026.
Smallwood Wealth Investment Management left its Cornerstone Total Return Fund share count unchanged in Q2 2026.
Cornerstone Total Return Fund made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #353 holding.
Smallwood Wealth Investment Management first reported a position in Cornerstone Total Return Fund in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Cornerstone Total Return Fund position peaked at $8.04K in Q3 2025.
36 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.