Atria Wealth Solutions’s Liberty All-Star Equity Fund USA Stock Holding History

Atria Wealth Solutions’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	$434K	Sell	63,445 -18,837	-23%	-$123K	0.01%	978
2025 Q1	$539K	Sell	82,282 -10,326	-11%	-$71.3K	0.01%	1162
2024 Q4	$658K	Sell	92,608 -17,123	-16%	-$123K	0.01%	1115
2024 Q3	$779K	Sell	109,731 -13,174	-11%	-$90.3K	0.01%	1026
2024 Q2	$836K	Sell	122,905 -8,393	-6%	-$57.1K	0.01%	977
2024 Q1	$939K	Sell	131,298 -5,422	-4%	-$36.3K	0.01%	937
2023 Q4	$883K	Buy	136,720 +9,488	+7%	+$57.7K	0.01%	921
2023 Q3	$753K	Buy	127,232 +12,100	+11%	+$76.8K	0.01%	940
2023 Q2	$745K	Sell	115,132 -11,128	-9%	-$68K	0.01%	978
2023 Q1	$783K	Buy	126,260 +18,209	+17%	+$112K	0.01%	908
2022 Q4	$629K	Sell	108,051 -3,950	-4%	-$23.6K	0.01%	970
2022 Q3	$619K	Buy	112,001 +28,483	+34%	+$184K	0.01%	914
2022 Q2	$524K	Sell	83,518 -39,956	-32%	-$277K	0.01%	951
2022 Q1	$997K	Buy	+123,474	New	+$950K	0.02%	732

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

Atria Wealth Solutions's USA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Liberty All-Star Equity Fund (USA) stake by 23% in Q2 2025, selling an estimated $123K and leaving 63,445 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #978.

Atria Wealth Solutions first reported a position in USA in Q1 2022 and has held it in 14 quarters since. The position peaked at $997K in Q1 2022. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

Atria Wealth Solutions held 63,445 shares of Liberty All-Star Equity Fund worth $434K as of Q2 2025.
Atria Wealth Solutions sold 18,837 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $123K.
Liberty All-Star Equity Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #978 holding.
Atria Wealth Solutions first reported a position in Liberty All-Star Equity Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Liberty All-Star Equity Fund position peaked at $997K in Q1 2022.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.