Cetera Investment Advisers
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Cetera Investment Advisers’s Liberty All-Star Equity Fund USA Stock Holding History

Cetera Investment Advisers’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 		$3.4M Buy
585,022
+27,066
+5% +$156K ﹤0.01% 1911
2026
Q1 		$3.1M Buy
557,956
+66,002
+13% +$394K ﹤0.01% 1874
2025
Q4 		$3.09M Buy
491,954
+35,115
+8% +$219K ﹤0.01% 1830
2025
Q3 		$2.9M Buy
456,839
+84,482
+23% +$558K ﹤0.01% 1856
2025
Q2 		$2.54M Sell
372,357
-310
-0.1% -$2.02K ﹤0.01% 1674
2025
Q1 		$2.44M Buy
372,667
+36,874
+11% +$255K ﹤0.01% 1604
2024
Q4 		$2.33M Buy
335,793
+19,752
+6% +$142K ﹤0.01% 1536
2024
Q3 		$2.24M Buy
316,041
+10,512
+3% +$72.1K ﹤0.01% 1548
2024
Q2 		$2.08M Buy
305,529
+52,518
+21% +$357K ﹤0.01% 1543
2024
Q1 		$1.81M Buy
253,011
+237,317
+1,512% +$1.59M ﹤0.01% 1623
2023
Q4 		$100K Sell
15,694
-9,290
-37% -$56.5K ﹤0.01% 2138
2023
Q3 		$148K Buy
24,984
+4,712
+23% +$29.9K ﹤0.01% 2042
2023
Q2 		$131K Buy
20,272
+1,055
+5% +$6.44K ﹤0.01% 2061
2023
Q1 		$119K Buy
19,217
+909
+5% +$5.58K ﹤0.01% 2040
2022
Q4 		$104K Sell
18,308
-11,560
-39% -$69.1K ﹤0.01% 1991
2022
Q3 		$165K Sell
29,868
-4,454
-13% -$28.8K ﹤0.01% 1524
2022
Q2 		$216K Sell
34,322
-2,540
-7% -$17.6K ﹤0.01% 1622
2022
Q1 		$298K Buy
36,862
+5,820
+19% +$44.8K ﹤0.01% 1487
2021
Q4 		$260K Buy
31,042
+385
+1% +$3.25K ﹤0.01% 1574
2021
Q3 		$264K Buy
30,657
+1,278
+4% +$11.1K ﹤0.01% 1520
2021
Q2 		$266K Buy
29,379
+6,019
+26% +$50.5K ﹤0.01% 1487
2021
Q1 		$178K Buy
23,360
+4,394
+23% +$32.1K ﹤0.01% 1502
2020
Q4 		$131K Buy
+18,966
New +$122K ﹤0.01% 1505

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers's USA Position: Q2 2026 in Review

Cetera Investment Advisers increased its Liberty All-Star Equity Fund (USA) stake by 4.9% in Q2 2026, buying an estimated $156K and bringing the position to 585,022 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Cetera Investment Advisers first reported a position in USA in Q4 2020 and has held it in 23 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Cetera Investment Advisers held 585,022 shares of Liberty All-Star Equity Fund worth $3.4M as of Q2 2026.
  • Cetera Investment Advisers bought 27,066 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $156K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1911 holding.
  • Cetera Investment Advisers first reported a position in Liberty All-Star Equity Fund in Q4 2020 and has held it in 23 quarters since.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.