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Liberty All-Star Equity Fund shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital 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 Triumph Capital 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 Triumph Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $796k 126k 6.34
2025-06-30 $728k 107k 6.81
2025-03-31 $659k 101k 6.55
2024-12-31 $632k 91k 6.95
2024-09-30 $645k 91k 7.10

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
First Trust Capital Strength Etf Etf (FTCS)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
First Trust Low Duration Opportunities Etf Etf (LMBS)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Nvidia Corporation Stock (NVDA)
Ishares Russell Midcap Etf Etf (IWR)

View all positions for Triumph Capital 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