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Liberty All-Star Growth Fund shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $38k 6.9k 5.47

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Liberty All-Star Growth Fund

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

View all funds holding Liberty All-Star Growth Fund