Avidian Wealth Enterprises’s Liberty All-Star Equity Fund USA Stock Holding History

Avidian Wealth Enterprises’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	$103K	Buy	17,650 +280	+2%	+$1.62K	﹤0.01%	727
2026 Q1	$96.4K	Buy	17,370 +590	+4%	+$3.53K	﹤0.01%	664
2025 Q4	$105K	Hold	16,780	–	–	﹤0.01%	572
2025 Q3	$106K	Buy	16,780 +269	+2%	+$1.78K	﹤0.01%	574
2025 Q2	$112K	Buy	16,511 +216	+1%	+$1.41K	﹤0.01%	541
2025 Q1	$107K	Buy	16,295 +461	+3%	+$3.18K	﹤0.01%	509
2024 Q4	$110K	Hold	15,834	–	–	﹤0.01%	495
2024 Q3	$112K	Buy	15,834 +234	+2%	+$1.6K	0.01%	488
2024 Q2	$106K	Buy	+15,600	New	+$106K	﹤0.01%	490

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

Avidian Wealth Enterprises's USA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Liberty All-Star Equity Fund (USA) stake by 1.6% in Q2 2026, buying an estimated $1.62K and bringing the position to 17,650 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Avidian Wealth Enterprises first reported a position in USA in Q2 2024 and has held it in 9 quarters since. The position peaked at $112K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Avidian Wealth Enterprises held 17,650 shares of Liberty All-Star Equity Fund worth $103K as of Q2 2026.
Avidian Wealth Enterprises bought 280 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $1.62K.
Liberty All-Star Equity Fund made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #727 holding.
Avidian Wealth Enterprises first reported a position in Liberty All-Star Equity Fund in Q2 2024 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Liberty All-Star Equity Fund position peaked at $112K in Q2 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.