Calamos Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Calamos Advisors’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	$362K	Buy	62,275 +4,152	+7%	+$24K	﹤0.01%	859
2026 Q1	$323K	Buy	+58,123	New	+$347K	﹤0.01%	973
2024 Q2	–	Sell	-23,589	Closed	-$169K	–	999
2024 Q1	$169K	Buy	+23,589	New	+$158K	﹤0.01%	780

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

Calamos Advisors's USA Position: Q2 2026 in Review

Calamos Advisors increased its Liberty All-Star Equity Fund (USA) stake by 7.1% in Q2 2026, buying an estimated $24K and bringing the position to 62,275 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Calamos Advisors first reported a position in USA in Q1 2024 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Calamos Advisors held 62,275 shares of Liberty All-Star Equity Fund worth $362K as of Q2 2026.
Calamos Advisors bought 4,152 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $24K.
Liberty All-Star Equity Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #859 holding.
Calamos Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2024 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.