BRWA
ASG

B. Riley Wealth Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

B. Riley Wealth Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,780
Closed -$143K – 1328
2024
Q4 		$143K Sell
24,780
-36,700
-60% -$211K ﹤0.01% 1078
2024
Q3 		$342K Sell
61,480
-3,644
-6% -$19.6K 0.01% 892
2024
Q2 		$348K Sell
65,124
-1,850
-3% -$9.7K 0.01% 955
2024
Q1 		$331K Buy
66,974
+800
+1% +$4.27K 0.01% 1001
2023
Q4 		$356K Sell
66,174
-800
-1% -$3.95K 0.01% 975
2023
Q3 		$331K Sell
66,974
-1,961
-3% -$10.3K 0.01% 1001
2023
Q2 		$373K Sell
68,935
-4,740
-6% -$24.5K 0.01% 1009
2023
Q1 		$389K Buy
73,675
+123
+0.2% +$641 0.01% 926
2022
Q4 		$370K Sell
73,552
-2,751
-4% -$14.2K 0.01% 929
2022
Q3 		$378K Buy
+76,303
New +$452K 0.01% 886
2021
Q4 		– Sell
-16,013
Closed -$139K – 1413
2021
Q3 		$139K Buy
+16,013
New +$139K ﹤0.01% 1294

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

B. Riley Wealth Advisors's ASG Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Liberty All-Star Growth Fund (ASG) in Q1 2025, closing a stake of 24,780 shares — an estimated $143K sold.

B. Riley Wealth Advisors first reported a position in ASG in Q3 2021 and held it in 11 quarters. The position peaked at $389K in Q1 2023. 71 funds tracked by Wall St. Rank hold ASG as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Liberty All-Star Growth Fund position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,780 Liberty All-Star Growth Fund shares in Q1 2025, an estimated $143K.
  • B. Riley Wealth Advisors first reported a position in Liberty All-Star Growth Fund in Q3 2021 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Liberty All-Star Growth Fund position peaked at $389K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.