Wealth Enhancement Advisory Services
CRF icon

Wealth Enhancement Advisory Services’s Cornerstone Total Return Fund CRF Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-11,309
Closed -$91.5K – 3640
2025
Q4 		$91.5K Buy
11,309
+160
+1% +$1.28K ﹤0.01% 3453
2025
Q3 		$91.3K Buy
11,149
+107
+1% +$841 ﹤0.01% 3349
2025
Q2 		$87.6K Buy
+11,042
New +$78.4K ﹤0.01% 3157

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Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's CRF Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Cornerstone Total Return Fund (CRF) in Q1 2026, closing a stake of 11,309 shares — an estimated $91.5K sold.

Wealth Enhancement Advisory Services first reported a position in CRF in Q2 2025 and held it in 3 quarters. The position peaked at $91.5K in Q4 2025. 94 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Cornerstone Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,309 Cornerstone Total Return Fund shares in Q1 2026, an estimated $91.5K.
  • Wealth Enhancement Advisory Services first reported a position in Cornerstone Total Return Fund in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Cornerstone Total Return Fund position peaked at $91.5K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.