WTFG
CRF

Wood Tarver Financial Group’s Cornerstone Total Return Fund CRF Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-318
Closed -$2K – 252
2025
Q2 		$2K Buy
318
+75
+31% +$532 ﹤0.01% 516
2025
Q1 		$1.71K Hold
243
– – ﹤0.01% 537
2024
Q4 		$2K Buy
+243
New +$2.07K ﹤0.01% 502

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wood Tarver Financial Group's CRF Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Cornerstone Total Return Fund (CRF) in Q3 2025, closing a stake of 318 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in CRF in Q4 2024 and held it in 3 quarters. The position peaked at $2K in Q2 2025. 83 funds tracked by Wall St. Rank hold CRF as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Cornerstone Total Return Fund position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 318 Cornerstone Total Return Fund shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in Cornerstone Total Return Fund in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Cornerstone Total Return Fund position peaked at $2K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.