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Liberty All-Star Equity Fund shares owned by Spotlight Asset Group

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

Historical chart of Spotlight Asset Group 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 Spotlight Asset 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 Spotlight Asset Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $14k 2.0k 6.80
2024-03-31 $14k 2.0k 7.15
2023-12-31 $11k 1.9k 5.92
2023-09-30 $11k 1.9k 5.92
2023-06-30 $12k 1.8k 6.47

More positions owned by Spotlight Asset Group

Apple Stock (AAPL)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Ishares Core S&p 500 Etf Etf (IVV)
Meta Platforms Inc Cl A Stock (META)
Aptus Defined Risk Etf Etf (DRSK)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Growth Etf Etf (VUG)
Opus Small Cap Value Etf Etf (OSCV)
Ishares Msci Eafe Etf Etf (EFA)
Aptus Enhanced Yield Etf Etf (JUCY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Gilead Sciences Stock (GILD)

View all positions for Spotlight Asset Group

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Raymond James & Associates
Bensler
Royal Bank of Canada
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Advisor Group Holdings
Penserra Capital Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Shaker Financial Services
Advisors Asset Management
Pnc Financial Services

View all funds holding Liberty All-Star Equity Fund