CRF β€” CORNERSTONE TOTAL RETURN FD

Ownership history in Buska Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Buska Wealth Management, LLC reported CORNERSTONE TOTAL RETURN FD (CRF) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows CRF at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buska Wealth Management, LLC's position in CORNERSTONE TOTAL RETURN FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRF was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Buska Wealth Management, LLC held CRF β€” position size vs. price
% of Fund (quarterly)    CRF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,018 +622 +2.7% 0.07% $167K 2026-04-13 $7.13
2025 Q4 ADDED 23,396 +243 +1.0% 0.07% $187K 2026-01-22 $7.59
2025 Q3 INITIATED 23,153 β€” β€” 0.06% $186K 2025-11-12 $7.37

FAQ About Buska Wealth Management, LLC and CRF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buska Wealth Management, LLC reported owning CRF?

Buska Wealth Management, LLC reported CRF across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CRF position in Buska Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CRF was 0.07% in 2025 Q4.

What is the latest reported CRF position on this page?

The most recent filing on this page is 2026 Q1, when Buska Wealth Management, LLC reported 24,018 shares, equal to 0.07% of portfolio, with an estimated market value of $167K.

What does the chart on this CRF ownership page compare?

The chart compares Buska Wealth Management, LLC's quarterly CRF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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