Clearstead Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Clearstead 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 Q3	$23.8K	Buy	+4,720	New	+$24.6K	﹤0.01%	1690

Other funds holding ASG

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $116M AUM 14.5% 1-Year Est. Return

Clearstead Advisors's ASG Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Liberty All-Star Growth Fund (ASG) in Q3 2026: 4,720 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings.

38 funds tracked by Wall St. Rank hold ASG as of Q3 2026.

Clearstead Advisors held 4,720 shares of Liberty All-Star Growth Fund worth $23.8K as of Q3 2026.
Liberty All-Star Growth Fund was a new Clearstead Advisors position in Q3 2026.
Liberty All-Star Growth Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1690 holding.
38 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.