Cambridge Investment Research Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Cambridge Investment Research 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
2026 Q2	$55K	Buy	+10,065	New	+$52.6K	﹤0.01%	3979
2026 Q1	–	Sell	-11,408	Closed	-$60K	–	3934
2025 Q4	$60K	Sell	11,408 -2,442	-18%	-$13.2K	﹤0.01%	3745
2025 Q3	$77K	Sell	13,850 -952	-6%	-$5.25K	﹤0.01%	3616
2025 Q2	$81K	Buy	14,802 +1,491	+11%	+$7.54K	﹤0.01%	3490
2025 Q1	$65K	Sell	13,311 -6,899	-34%	-$37.3K	﹤0.01%	3389
2024 Q4	$114K	Buy	20,210 +2,295	+13%	+$13.2K	﹤0.01%	3311
2024 Q3	$101K	Sell	17,915 -5,067	-22%	-$27.3K	﹤0.01%	3266
2024 Q2	$123K	Sell	22,982 -1,806	-7%	-$9.47K	﹤0.01%	3125
2024 Q1	$136K	Buy	24,788 +3	+0%	+$16	﹤0.01%	3104
2023 Q4	$131K	Sell	24,785 -12,939	-34%	-$63.9K	﹤0.01%	2995
2023 Q3	$186K	Sell	37,724 -64	-0.2%	-$336	﹤0.01%	2837
2023 Q2	$204K	Sell	37,788 -2,371	-6%	-$12.2K	﹤0.01%	2853
2023 Q1	$212K	Sell	40,159 -1,940	-5%	-$10.1K	﹤0.01%	2771
2022 Q4	$208K	Buy	42,099 +1,540	+4%	+$7.96K	﹤0.01%	2721
2022 Q3	$201K	Buy	40,559 +170	+0.4%	+$1.01K	﹤0.01%	2697
2022 Q2	$235K	Buy	40,389 +1,536	+4%	+$9.58K	﹤0.01%	2580
2022 Q1	$293K	Buy	38,853 +2,704	+7%	+$19.7K	﹤0.01%	2572
2021 Q4	$325K	Buy	36,149 +9,388	+35%	+$85.3K	﹤0.01%	2454
2021 Q3	$231K	Buy	26,761 +4,046	+18%	+$35.1K	﹤0.01%	2682
2021 Q2	$202K	Buy	22,715 +2,140	+10%	+$18.9K	﹤0.01%	2825
2021 Q1	$177K	Buy	20,575 +5,613	+38%	+$49.7K	﹤0.01%	2664
2020 Q4	$123K	Buy	14,962 +2,277	+18%	+$18.1K	﹤0.01%	2570
2020 Q3	$90K	Buy	12,685 +2,254	+22%	+$16.2K	﹤0.01%	2405
2020 Q2	$66K	Sell	10,431 -30,894	-75%	-$173K	﹤0.01%	2364
2020 Q1	$192K	Buy	41,325 +6,796	+20%	+$41.3K	﹤0.01%	1954
2019 Q4	$224K	Buy	+34,529	New	+$211K	﹤0.01%	2122

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors's ASG Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Liberty All-Star Growth Fund (ASG) in Q2 2026: 10,065 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #3979 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in ASG as recently as Q4 2025.

Cambridge Investment Research Advisors first reported a position in ASG in Q4 2019 and has held it in 26 quarters since. The position peaked at $325K in Q4 2021. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

Cambridge Investment Research Advisors held 10,065 shares of Liberty All-Star Growth Fund worth $55K as of Q2 2026.
Liberty All-Star Growth Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
Liberty All-Star Growth Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3979 holding.
Cambridge Investment Research Advisors first reported a position in Liberty All-Star Growth Fund in Q4 2019 and has held it in 26 quarters since.
Cambridge Investment Research Advisors's Liberty All-Star Growth Fund position peaked at $325K in Q4 2021.
81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.