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

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

Historical chart of J.w. Cole 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 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 Growth Fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $73k 13k 5.61
2024-06-30 $83k 15k 5.34

More positions owned by J.w. Cole Advisors

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

View all positions for J.w. Cole Advisors

Top funds holding Liberty All-Star Growth Fund

Karpus Investment Management
Cornerstone Advisors
Shaker Financial Services
LPL Financial
Penserra Capital Management
Mercer Global Advisors
Wells Fargo & Company
1607 Capital Partners
Wolverine Asset Management
City of London Investment Management Company
Morgan Stanley
Landscape Capital Management
Wealth Enhancement Advisory Services
Pensionmark Financial Group
Pnc Financial Services

View all funds holding Liberty All-Star Growth Fund