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Liberty All-Star Equity Fund shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $185k 33k 5.55
2025-12-31 $71k 11k 6.51

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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