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Liberty All-Star Growth Fund shares owned by UMA Financial Services

Quarter-by-quarter ownership of Liberty All-Star Growth Fund (ASG) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $15 3 5.00
2025-06-30 $14 2 7.00
2025-03-31 $12 2 6.00
2024-12-31 $14 2 7.00

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Liberty All-Star Growth Fund

Karpus Investment Management
Shaker Financial Services
1607 Capital Partners
LPL Financial
Cornerstone Advisors
Polar Securities
Wells Fargo & Company
City of London Investment Management Company
Wolverine Asset Management
Two Sigma Investments
PMG Family Office
Integrated Wealth Concepts
Advisors Asset Management
Calamos Advisors
Ameriprise Financial

View all funds holding Liberty All-Star Growth Fund