Advocate Investing Services’s Liberty All-Star Equity Fund USA Stock Holding History

Advocate Investing Services’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	$879K	Buy	151,243 +2,874	+2%	+$16.6K	0.68%	40
2026 Q1	$823K	Buy	148,369 +7,121	+5%	+$42.6K	0.7%	38
2025 Q4	$887K	Buy	+141,248	New	+$880K	0.79%	31

Other funds holding USA

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

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 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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

Advocate Investing Services's USA Position: Q2 2026 in Review

Advocate Investing Services increased its Liberty All-Star Equity Fund (USA) stake by 1.9% in Q2 2026, buying an estimated $16.6K and bringing the position to 151,243 shares worth $879K. The position accounts for 0.68% of the portfolio, ranked #40.

Advocate Investing Services first reported a position in USA in Q4 2025 and has held it in 3 quarters since. The position peaked at $887K in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Advocate Investing Services held 151,243 shares of Liberty All-Star Equity Fund worth $879K as of Q2 2026.
Advocate Investing Services bought 2,874 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $16.6K.
Liberty All-Star Equity Fund made up 0.68% of Advocate Investing Services's portfolio in Q2 2026, its #40 holding.
Advocate Investing Services first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 3 quarters since.
Advocate Investing Services's Liberty All-Star Equity Fund position peaked at $887K in Q4 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.