Skip to main content
Equibles

Outlook Wealth Advisors, LLC

Position in CRF — Cornerstone Total Return Fund Inc

CIK 1767151 SHENANDOAH, TX
Back to CRF Full portfolio

Position in CRF

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$97,698
+$4,520 QoQ
Shares Held
13,607
+1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#63
of 89 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CRF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $5,454,759 across 9 Asset Management names. CRF ranks #9 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 120,224 $1,788,933
2 JGH
Nuveen Global High Income Fund
 90,840 $1,156,393
3 PDI
PIMCO Dynamic Income Fund
 52,723 $880,474
4 PSLV
Sprott Physical Silver Trust
 27,826 $525,076
5 FHI
Federated Hermes, Inc.
 5,883 $324,859
6 SEIC
Sei Investments Co
 3,036 $266,287
7 BX
Blackstone Inc.
 2,105 $247,695
8 NMZ
Nuveen Municipal High Income Opportunity Fund
 15,832 $167,344

All Filings in CRF

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $97,698 13,607
2026-03-31 $93,178 13,407
2025-12-31 $110,201 13,758
2025-09-30 $110,614 13,758
2025-06-30 $109,887 14,179
2025-03-31 $99,808 14,179
2024-12-31 $120,799 14,179
2024-09-30 $112,459 14,179
2024-06-30 $115,110 14,957
2024-03-31 $115,439 15,679
2023-12-31 $108,523 15,679
2023-09-30 $122,818 15,679
2023-06-30 $122,971 15,679
2023-03-31 $113,595 15,679
2022-12-31 $109,138 15,679
2022-09-30 $124,817 15,679
2022-06-30 $128,045 15,679
2022-03-31 $202,227 14,829
2021-12-31 $199,900 14,829
2021-09-30 $191,589 15,747
2021-06-30 $175,224 15,747
2021-03-31 $150,715 11,611
2020-12-31 $129,770 11,611
2020-09-30 $125,216 11,611
2020-06-30 $114,402 11,611