Boyd Watterson Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Boyd Watterson Asset Management’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 Q1	–	Sell	-500	Closed	-$3.14K	–	420
2025 Q4	$3.14K	Hold	500	–	–	﹤0.01%	348
2025 Q3	$3.17K	Hold	500	–	–	﹤0.01%	350
2025 Q2	$3.4K	Hold	500	–	–	﹤0.01%	352
2025 Q1	$3.27K	Hold	500	–	–	﹤0.01%	356
2024 Q4	$3.48K	Hold	500	–	–	﹤0.01%	363
2024 Q3	$3.55K	Hold	500	–	–	﹤0.01%	361
2024 Q2	$3.4K	Hold	500	–	–	﹤0.01%	367
2024 Q1	$3.58K	Buy	+500	New	+$3.34K	﹤0.01%	358

Other funds holding USA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Boyd Watterson Asset Management's USA Position: Q1 2026 in Review

Boyd Watterson Asset Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2026, closing a stake of 500 shares — an estimated $3.14K sold.

Boyd Watterson Asset Management first reported a position in USA in Q1 2024 and held it in 8 quarters. The position peaked at $3.58K in Q1 2024. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

Boyd Watterson Asset Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2026 after selling out during the quarter.
Boyd Watterson Asset Management sold 500 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $3.14K.
Boyd Watterson Asset Management first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 8 quarters.
Boyd Watterson Asset Management's Liberty All-Star Equity Fund position peaked at $3.58K in Q1 2024.
220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.