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Liberty All-Star Equity Fund shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 43k 5.55

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

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