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Liberty All-Star Equity Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $174k 24k 7.15

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Penserra Capital Management
Royal Bank of Canada
Bensler
Ameriprise Financial
Advisor Group Holdings
Janney Montgomery Scott
Cornerstone Advisors
Guggenheim Capital, LLC Managers
Advisors Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Liberty All-Star Equity Fund