ASGL
CRF

Advisory Solutions Group, LLC’s Cornerstone Total Return Fund CRF Stock Holding History

Advisory Solutions Group, LLC’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 		$4.27M Buy
+594,180
New +$4.27M 1.45% 17

Other funds holding CRF

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
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
KA
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
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Advisory Solutions Group, LLC's CRF Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Cornerstone Total Return Fund (CRF) in Q2 2026: 594,180 shares worth $4.27M. The stake represents 1.45% of the portfolio and ranks #17 among its holdings.

32 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Advisory Solutions Group, LLC held 594,180 shares of Cornerstone Total Return Fund worth $4.27M as of Q2 2026.
  • Cornerstone Total Return Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • Cornerstone Total Return Fund made up 1.45% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #17 holding.
  • 32 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.