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Liberty All-Star Equity Fund shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $288k 46k 6.28

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View all positions for Simplicity Wealth

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