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Liberty All-Star Growth Fund shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Liberty All-Star Growth Fund (ASG) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Liberty All-Star Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Growth Fund held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Growth Fund by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $585 107 5.48

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Liberty All-Star Growth Fund

Karpus Investment Management
Shaker Financial Services
1607 Capital Partners
LPL Financial
Wolverine Asset Management
Rpo
Wells Fargo & Company
Blue Bell Private Wealth Management
Calamos Advisors
PMG Family Office
Boothbay Fund Management
Absolute Investment Advisers
Two Sigma Investments
Rivernorth Capital Management
Integrated Wealth Concepts

View all funds holding Liberty All-Star Growth Fund