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Liberty All-Star Equity Fund shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth 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 Evolve Private Wealth 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 Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $258k 47k 5.55

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Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr International Sl (ISCF)
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Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Liberty All-Star Equity Fund

Rivernorth Capital Management
Raymond James Financial
LPL Financial
Absolute Investment Advisers
Karpus Investment Management
Ameriprise Financial
1607 Capital Partners
Readystate Asset Management
Shaker Financial Services
Penserra Capital Management
Quarry
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Advisor Group Holdings

View all funds holding Liberty All-Star Equity Fund