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Bogart Wealth »

Liberty All-Star Equity Fund shares owned by Bogart Wealth

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$7.2k	1.0k	7.15
2023-12-31	$6.4k	1.0k	6.38
2023-09-30	$5.9k	1.0k	5.92
2023-06-30	$6.5k	1.0k	6.47

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)

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Vanguard Total Bond Market Etf Etf (BND)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Ishares Msci Intl Quality Factor Etf Etf (IQLT)

Ishares 7-10 Year Treasury Bond Etf Etf (IEF)

Ishares Msci Acwi Etf Etf (ACWI)

Vanguard Total International Stock Etf Etf (VXUS)

Victoryshares Core Intermediate Bond Etf Etf (UITB)

Ishares Core Dividend Growth Etf Etf (DGRO)

Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)

Invesco S&p Midcap Quality Etf Etf (XMHQ)

Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)

Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)

Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding Liberty All-Star Equity Fund

Royal Bank of Canada

Penserra Capital Management

Janney Montgomery Scott

Advisor Group Holdings

Guggenheim Capital, LLC Managers

Advisors Asset Management

Shaker Financial Services

Cambridge Investment Research Advisors

Wealth Enhancement Advisory Services

Raymond James & Associates

Raymond James Financial Services Advisors

Pnc Financial Services

Commonwealth Equity Services

View all funds holding Liberty All-Star Equity Fund

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