WAP
CRF

Wealthcare Advisory Partners’s Cornerstone Total Return Fund CRF Stock Holding History

Wealthcare Advisory Partners’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 		$171K Buy
23,808
+664
+3% +$4.77K ﹤0.01% 1046
2026
Q1 		$161K Buy
+23,144
New +$174K ﹤0.01% 1033

Other funds holding CRF

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 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
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wealthcare Advisory Partners's CRF Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Cornerstone Total Return Fund (CRF) stake by 2.9% in Q2 2026, buying an estimated $4.77K and bringing the position to 23,808 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Wealthcare Advisory Partners first reported a position in CRF in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Wealthcare Advisory Partners held 23,808 shares of Cornerstone Total Return Fund worth $171K as of Q2 2026.
  • Wealthcare Advisory Partners bought 664 Cornerstone Total Return Fund shares in Q2 2026, an estimated $4.77K.
  • Cornerstone Total Return Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1046 holding.
  • Wealthcare Advisory Partners first reported a position in Cornerstone Total Return Fund in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.