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Liberty All-Star Equity Fund shares owned by Blue Rock Wealth Management

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Blue Rock Wealth Management from 13F filings

Historical chart of Blue Rock Wealth Management 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 Blue Rock Wealth Management 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 Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $63k 10k 6.28

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View all positions for Blue Rock Wealth Management

Top funds holding Liberty All-Star Equity Fund

Raymond James Financial
LPL Financial
Absolute Investment Advisers
Rivernorth Capital Management
Royal Bank of Canada
Karpus Investment Management
Ameriprise Financial
Janney Montgomery Scott
Readystate Asset Management
Shaker Financial Services
Penserra Capital Management
Quarry
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Wolverine Asset Management

View all funds holding Liberty All-Star Equity Fund