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Cornerstone Total Rtrn Fd In shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Cornerstone Total Rtrn Fd In (CRF) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Cornerstone Total Rtrn Fd In

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Total Rtrn Fd In held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Total Rtrn Fd In by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5k 940 8.01
2025-09-30 $7.6k 940 8.04

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Top funds holding Cornerstone Total Rtrn Fd In

Sit Investment Associates
OZ Management
LPL Financial
Rivernorth Capital Management
Boothbay Fund Management
Quarry
Alpine Partners VI
Advisor Group Holdings
Yakira Capital Management
Raymond James Financial
Cable Car Capital
Perennial Investment Advisors
Cohen & Steers Capital Management
Kovack Advisors
Commonwealth Equity Services

View all funds holding Cornerstone Total Rtrn Fd In