Mindset Wealth Management »

Liberty All-Star Equity Fund shares owned by Mindset Wealth Management

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

Historical chart of Mindset 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 Mindset Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Liberty All-Star Equity Fund by Mindset Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 238k 6.34
2025-06-30 $1.6M 236k 6.81
2025-03-31 $479k 73k 6.55

More positions owned by Mindset Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Cme (CME)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Yum! Brands (YUM)
American Express Company (AXP)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)
Palantir Technologies Cl A (PLTR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)

View all positions for Mindset Wealth Management

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