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Cornerstone Total Rtrn Fd In shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $71k 10k 6.95

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Cornerstone Total Rtrn Fd In

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

View all funds holding Cornerstone Total Rtrn Fd In