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

Certuity’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 		$98.9K Buy
17,824
+980
+6% +$5.86K 0.01% 633
2025
Q4 		$106K Hold
16,844
– – 0.01% 571
2025
Q3 		$107K Buy
16,844
+447
+3% +$2.95K 0.01% 543
2025
Q2 		$112K Buy
16,397
+358
+2% +$2.33K 0.01% 412
2025
Q1 		$105K Buy
16,039
+766
+5% +$5.29K 0.01% 390
2024
Q4 		$106K Hold
15,273
– – 0.01% 364
2024
Q3 		$108K Buy
15,273
+389
+3% +$2.67K 0.01% 336
2024
Q2 		$101K Buy
14,884
+384
+3% +$2.61K 0.01% 342
2024
Q1 		$104K Buy
14,500
+694
+5% +$4.64K 0.01% 314
2023
Q4 		$88.1K Hold
13,806
– – 0.01% 335
2023
Q3 		$81.7K Buy
13,806
+345
+3% +$2.19K 0.01% 256
2023
Q2 		$87.1K Buy
13,461
+326
+2% +$1.99K 0.01% 257
2023
Q1 		$81.4K Buy
13,135
+627
+5% +$3.85K 0.01% 216
2022
Q4 		$71.3K Buy
+12,508
New +$74.8K 0.01% 205

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return