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Liberty All-Star Equity Fund shares owned by Advisory Advocates

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Advisory Advocates from 13F filings

Historical chart of Advisory Advocates investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Advisory Advocates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-03-31 $558k 101k 5.55
2025-12-31 $613k 98k 6.28

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First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
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First Tr Exchange-traded Ft Vest Ris (RDVI)
Cohen & Steers infrastucture Fund (UTF)
Columbia Seligm Prem Tech Gr (STK)
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Microsoft Corporation (MSFT)
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Royce Value Trust (RVT)
Amazon (AMZN)

View all positions for Advisory Advocates

Top funds holding Liberty All-Star Equity Fund

Rivernorth Capital Management
Raymond James Financial
Morgan Stanley
LPL Financial
Absolute Investment Advisers
Royal Bank of Canada
Karpus Investment Management
Ameriprise Financial
1607 Capital Partners
Man Group
Penserra Capital Management
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Quarry
Shaker Financial Services

View all funds holding Liberty All-Star Equity Fund