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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return