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Liberty All-Star Equity Fund shares owned by Ashton Thomas Securities

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

Historical chart of Ashton Thomas Securities 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 Ashton Thomas Securities 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 Ashton Thomas Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 174k 6.34
2025-06-30 $1.2M 170k 6.81
2025-03-31 $1.1M 168k 6.55
2024-12-31 $1.1M 160k 6.95
2024-09-30 $1.1M 156k 7.10

More positions owned by Ashton Thomas Securities

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Ashton Thomas Securities

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Penserra Capital Management
Readystate Asset Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Polar Securities

View all funds holding Liberty All-Star Equity Fund