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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
Q3 		$160K Buy
27,772
+10,122
+57% +$59.7K ﹤0.01% 731
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

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises's USA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Liberty All-Star Equity Fund (USA) stake by 57% in Q3 2026, buying an estimated $59.7K and bringing the position to 27,772 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Avidian Wealth Enterprises first reported a position in USA in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • Avidian Wealth Enterprises held 27,772 shares of Liberty All-Star Equity Fund worth $160K as of Q3 2026.
  • Avidian Wealth Enterprises bought 10,122 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $59.7K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #731 holding.
  • Avidian Wealth Enterprises first reported a position in Liberty All-Star Equity Fund in Q2 2024 and has held it in 10 quarters since.
  • 10 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.