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

Avantax 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
2025
Q2 		$167K Buy
24,585
+8,233
+50% +$53.6K ﹤0.01% 2237
2025
Q1 		$107K Buy
+16,352
New +$113K ﹤0.01% 2156
2024
Q3 		– Sell
-173,729
Closed -$1.18M – 2204
2024
Q2 		$1.18M Buy
173,729
+140,987
+431% +$959K 0.01% 896
2024
Q1 		$234K Sell
32,742
-36,222
-53% -$242K ﹤0.01% 1451
2023
Q4 		$440K Sell
68,964
-17,953
-21% -$109K ﹤0.01% 1051
2023
Q3 		$515K Sell
86,917
-14,892
-15% -$94.6K 0.01% 938
2023
Q2 		$659K Buy
101,809
+2,806
+3% +$17.1K 0.01% 840
2023
Q1 		$614K Buy
99,003
+77,662
+364% +$477K 0.01% 826
2022
Q4 		$122K Buy
21,341
+2,751
+15% +$16.4K ﹤0.01% 1356
2022
Q3 		$103K Buy
18,590
+2,686
+17% +$17.3K ﹤0.01% 1269
2022
Q2 		$100K Buy
15,904
+4,901
+45% +$34K ﹤0.01% 1247
2022
Q1 		$88K Sell
11,003
-2,453
-18% -$18.9K ﹤0.01% 1244
2021
Q4 		$113K Buy
+13,456
New +$114K ﹤0.01% 1209
2021
Q1 		– Sell
-75,883
Closed -$521K – 1076
2020
Q4 		$521K Sell
75,883
-64,866
-46% -$416K 0.01% 548
2020
Q3 		$847K Buy
140,749
+72,661
+107% +$434K 0.01% 584
2020
Q2 		$391K Buy
68,088
+1,446
+2% +$7.82K 0.01% 547
2020
Q1 		$322K Buy
66,642
+32,382
+95% +$200K 0.01% 554
2019
Q4 		$230K Buy
34,260
+23,057
+206% +$151K 0.01% 734
2019
Q3 		$72K Buy
11,203
+239
+2% +$1.51K ﹤0.01% 558
2019
Q2 		$70K Sell
10,964
-7,818
-42% -$48.8K ﹤0.01% 507
2019
Q1 		$115K Buy
18,782
+840
+5% +$4.96K 0.01% 478
2018
Q4 		$98K Buy
+17,942
New +$107K 0.02% 398

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Avantax Advisory Services's USA Position: Q2 2025 in Review

Avantax Advisory Services increased its Liberty All-Star Equity Fund (USA) stake by 50% in Q2 2025, buying an estimated $53.6K and bringing the position to 24,585 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Avantax Advisory Services first reported a position in USA in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.18M in Q2 2024. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

  • Avantax Advisory Services held 24,585 shares of Liberty All-Star Equity Fund worth $167K as of Q2 2025.
  • Avantax Advisory Services bought 8,233 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $53.6K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2237 holding.
  • Avantax Advisory Services first reported a position in Liberty All-Star Equity Fund in Q4 2018 and has held it in 22 quarters since.
  • Avantax Advisory Services's Liberty All-Star Equity Fund position peaked at $1.18M in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.