Ameritas Advisory Services’s Liberty All-Star Equity Fund USA Stock Holding History

Ameritas Advisory 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	$145K	Hold	24,975	–	–	﹤0.01%	1126
2026 Q1	$139K	Hold	24,975	–	–	0.01%	932
2025 Q4	$157K	Buy	24,975 +18,905	+311%	+$118K	0.01%	915
2025 Q3	$38.5K	Sell	6,070 -2,489	-29%	-$16.4K	﹤0.01%	1182
2025 Q2	$58.3K	Sell	8,559 -20,716	-71%	-$135K	﹤0.01%	1237
2025 Q1	$194K	Buy	29,275 +9,000	+44%	+$62.2K	0.01%	828
2024 Q4	$141K	Buy	20,275 +4,550	+29%	+$32.7K	﹤0.01%	851
2024 Q3	$112K	Sell	15,725 -6,031	-28%	-$41.4K	﹤0.01%	828
2024 Q2	$148K	Buy	21,756 +181	+0.8%	+$1.23K	0.01%	864
2024 Q1	$151K	Buy	+21,575	New	+$144K	0.01%	838
2023 Q4	–	Sell	-25,985	Closed	-$155K	–	843
2023 Q3	$155K	Buy	+25,985	New	+$165K	0.01%	769
2023 Q2	–	Sell	-21,575	Closed	-$132K	–	2412
2023 Q1	$132K	Sell	21,575 -6,070	-22%	-$37.3K	0.01%	906
2022 Q4	$158K	Buy	+27,645	New	+$165K	0.01%	841
2022 Q3	–	Sell	-20,275	Closed	-$127K	–	808
2022 Q2	$127K	Hold	20,275	–	–	0.01%	772
2022 Q1	$164K	Hold	20,275	–	–	0.01%	804
2021 Q4	$170K	Buy	+20,275	New	+$171K	0.01%	786

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

Ameritas Advisory Services's USA Position: Q2 2026 in Review

Ameritas Advisory Services held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 24,975 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Ameritas Advisory Services first reported a position in USA in Q4 2021 and has held it in 16 quarters since. The position peaked at $194K in Q1 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Ameritas Advisory Services held 24,975 shares of Liberty All-Star Equity Fund worth $145K as of Q2 2026.
Ameritas Advisory Services left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1126 holding.
Ameritas Advisory Services first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Liberty All-Star Equity Fund position peaked at $194K in Q1 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.