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Liberty All-Star Equity Fund shares owned by Investmark Advisory Group

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

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

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All positions including Liberty All-Star Equity Fund held by Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $58k 10k 5.55

More positions owned by Investmark Advisory Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Philip Morris International (PM)
Altria (MO)
Chevron Corporation (CVX)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Fidelity Covington Trust High Divid Etf (FDVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
At&t (T)
Home Depot (HD)

View all positions for Investmark Advisory Group

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