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

Wipfli 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
2022 Q3	$1K	Buy	+102	New	+$931	﹤0.01%	2389

Other funds holding CRF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Wipfli Financial Advisors's CRF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cornerstone Total Return Fund (CRF) in Q3 2022: 102 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2389 among its holdings.

52 funds tracked by Wall St. Rank hold CRF as of Q3 2022.

Wipfli Financial Advisors held 102 shares of Cornerstone Total Return Fund worth $1K as of Q3 2022.
Cornerstone Total Return Fund was a new Wipfli Financial Advisors position in Q3 2022.
Cornerstone Total Return Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2389 holding.
52 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.