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Liberty All-Star Equity Fund shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning 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 United Financial Planning 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.8k 819 5.81

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Liberty All-Star Equity Fund

Raymond James Financial
Rivernorth Capital Management
Morgan Stanley
LPL Financial
Karpus Investment Management
Absolute Investment Advisers
Royal Bank of Canada
Janney Montgomery Scott
Shaker Financial Services
Ameriprise Financial
1607 Capital Partners
Man Group
Penserra Capital Management
Wells Fargo & Company
Guggenheim Capital, LLC Managers

View all funds holding Liberty All-Star Equity Fund