Commonwealth Retirement Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Commonwealth Retirement Investments’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	$13.9K	Buy	+2,400	New	+$13.8K	﹤0.01%	283
2026 Q1	–	Sell	-2,400	Closed	-$15.1K	–	389
2025 Q4	$15.1K	Buy	+2,400	New	+$14.9K	﹤0.01%	278

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

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

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

Commonwealth Retirement Investments's USA Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 2,400 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in USA as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in USA in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.1K in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Commonwealth Retirement Investments held 2,400 shares of Liberty All-Star Equity Fund worth $13.9K as of Q2 2026.
Liberty All-Star Equity Fund was a new Commonwealth Retirement Investments position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #283 holding.
Commonwealth Retirement Investments first reported a position in Liberty All-Star Equity Fund in Q4 2025 and has held it in 2 quarters since.
Commonwealth Retirement Investments's Liberty All-Star Equity Fund position peaked at $15.1K in Q4 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.