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Advisornet Financial’s Liberty All-Star Equity Fund USA Stock Holding History

Advisornet Financial’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
2026
Q2 		$13.5K Hold
2,330
– – ﹤0.01% 1497
2026
Q1 		$12.9K Hold
2,330
– – ﹤0.01% 1464
2025
Q4 		$14.6K Hold
2,330
– – ﹤0.01% 1426
2025
Q3 		$14.8K Hold
2,330
– – ﹤0.01% 1402
2025
Q2 		$15.9K Hold
2,330
– – ﹤0.01% 1349
2025
Q1 		$15.3K Hold
2,330
– – ﹤0.01% 1291
2024
Q4 		$16.2K Hold
2,330
– – ﹤0.01% 1198
2024
Q3 		$16.5K Hold
2,330
– – ﹤0.01% 1276
2024
Q2 		$15.8K Hold
2,330
– – ﹤0.01% 1174
2024
Q1 		$16.7K Buy
2,330
+36
+2% +$241 ﹤0.01% 1135
2023
Q4 		$14.6K Hold
2,294
– – ﹤0.01% 1194
2023
Q3 		$13.6K Hold
2,294
– – ﹤0.01% 1163
2023
Q2 		$14.8K Buy
2,294
+907
+65% +$5.54K ﹤0.01% 1209
2023
Q1 		$8.6K Hold
1,387
– – ﹤0.01% 1347
2022
Q4 		$7.91K Hold
1,387
– – ﹤0.01% 1349
2022
Q3 		$8K Hold
1,387
– – ﹤0.01% 1409
2022
Q2 		$9K Sell
1,387
-9
-0.6% -$62 ﹤0.01% 1388
2022
Q1 		$11K Sell
1,396
-15,713
-92% -$121K ﹤0.01% 1424
2021
Q4 		$143K Hold
17,109
– – 0.01% 685
2021
Q3 		$147K Buy
17,109
+9
+0.1% +$78 0.01% 673
2021
Q2 		$155K Hold
17,100
– – 0.01% 667
2021
Q1 		$130K Sell
17,100
-2,000
-10% -$14.6K 0.01% 679
2020
Q4 		$132K Buy
19,100
+500
+3% +$3.21K 0.01% 609
2020
Q3 		$112K Buy
18,600
+9,500
+104% +$56.8K 0.01% 639
2020
Q2 		$52K Buy
9,100
+5,000
+122% +$27K ﹤0.01% 845
2020
Q1 		$20K Buy
4,100
+2,000
+95% +$12.3K ﹤0.01% 1073
2019
Q4 		$14K Hold
2,100
– – ﹤0.01% 1297
2019
Q3 		$13K Hold
2,100
– – ﹤0.01% 1314
2019
Q2 		$13K Hold
2,100
– – ﹤0.01% 1168
2019
Q1 		$13K Hold
2,100
– – ﹤0.01% 1111
2018
Q4 		$11K Buy
+2,100
New +$12.5K ﹤0.01% 1067

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisornet Financial's USA Position: Q2 2026 in Review

Advisornet Financial held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 2,330 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Advisornet Financial first reported a position in USA in Q4 2018 and has held it in 31 quarters since. The position peaked at $155K in Q2 2021. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Advisornet Financial held 2,330 shares of Liberty All-Star Equity Fund worth $13.5K as of Q2 2026.
  • Advisornet Financial left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1497 holding.
  • Advisornet Financial first reported a position in Liberty All-Star Equity Fund in Q4 2018 and has held it in 31 quarters since.
  • Advisornet Financial's Liberty All-Star Equity Fund position peaked at $155K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.