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Liberty All-Star Growth Fund shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Liberty All-Star Growth Fund (ASG) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 14k 5.55
2025-06-30 $75k 14k 5.47
2021-03-31 $9.0k 1.1k 8.25
2020-03-31 $5.0k 1.0k 5.00

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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