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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SFS

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

Advisor Resource Council's USA Position: Q2 2025 in Review

Advisor Resource Council sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 38,302 shares — an estimated $251K sold.

Advisor Resource Council first reported a position in USA in Q2 2021 and held it in 5 quarters. The position peaked at $251K in Q1 2025. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

Advisor Resource Council reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 38,302 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $251K.
Advisor Resource Council first reported a position in Liberty All-Star Equity Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Liberty All-Star Equity Fund position peaked at $251K in Q1 2025.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.