Advisor Resource Council’s Liberty All-Star Equity Fund USA Stock Holding History

Advisor Resource Council’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-38,302	Closed	-$251K	–	564
2025 Q1	$251K	Buy	+38,302	New	+$265K	0.02%	504
2024 Q1	–	Sell	-23,754	Closed	-$152K	–	509
2023 Q4	$152K	Buy	+23,754	New	+$144K	0.02%	469
2022 Q3	–	Sell	-27,851	Closed	-$175K	–	479
2022 Q2	$175K	Buy	+27,851	New	+$193K	0.02%	489
2022 Q1	–	Sell	-29,446	Closed	-$247K	–	529
2021 Q4	$247K	Buy	+29,446	New	+$249K	0.02%	498
2021 Q3	–	Sell	-23,327	Closed	-$211K	–	478
2021 Q2	$211K	Buy	+23,327	New	+$196K	0.02%	462

Other funds holding USA

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return