Alpha Cubed Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Alpha Cubed Investments’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	-11,570	Closed	-$75.8K	–	321
2025 Q1	$75.8K	Hold	11,570	–	–	﹤0.01%	297
2024 Q4	$80.4K	Hold	11,570	–	–	﹤0.01%	262
2024 Q3	$82.1K	Hold	11,570	–	–	﹤0.01%	265
2024 Q2	$78.7K	Hold	11,570	–	–	﹤0.01%	285
2024 Q1	$82.7K	Hold	11,570	–	–	﹤0.01%	286
2023 Q4	$73.8K	Buy	11,570 +1,020	+10%	+$6.2K	﹤0.01%	275
2023 Q3	$62.5K	Buy	+10,550	New	+$67K	﹤0.01%	255
2018 Q1	–	Sell	-21,518	Closed	-$136K	–	243
2017 Q4	$136K	Buy	21,518 +6,648	+45%	+$40.8K	0.02%	234
2017 Q3	$90K	Buy	+14,870	New	+$85.4K	0.01%	222

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

Alpha Cubed Investments's USA Position: Q2 2025 in Review

Alpha Cubed Investments sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 11,570 shares — an estimated $75.8K sold.

Alpha Cubed Investments first reported a position in USA in Q3 2017 and held it in 9 quarters. The position peaked at $136K in Q4 2017. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

Alpha Cubed Investments reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
Alpha Cubed Investments sold 11,570 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $75.8K.
Alpha Cubed Investments first reported a position in Liberty All-Star Equity Fund in Q3 2017 and held it in 9 quarters.
Alpha Cubed Investments's Liberty All-Star Equity Fund position peaked at $136K in Q4 2017.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.