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

CoreCap Advisors’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
Q3 		$103K Sell
17,909
-1,887
-10% -$11.1K ﹤0.01% 1084
2026
Q2 		$115K Buy
19,796
+74
+0.4% +$427 ﹤0.01% 1053
2026
Q1 		$109K Buy
19,722
+155
+0.8% +$926 ﹤0.01% 996
2025
Q4 		$123K Buy
19,567
+1
+0% +$6 ﹤0.01% 958
2025
Q3 		$124K Buy
19,566
+2,037
+12% +$13.5K ﹤0.01% 954
2025
Q2 		$119K Buy
17,529
+56
+0.3% +$364 ﹤0.01% 925
2025
Q1 		$114K Sell
17,473
-1,547
-8% -$10.7K 0.01% 856
2024
Q4 		$132K Sell
19,020
-36,198
-66% -$260K 0.01% 829
2024
Q3 		$392K Buy
+55,218
New +$379K 0.02% 514
2024
Q2 		– Sell
-60,653
Closed -$434K – 2530
2024
Q1 		$434K Buy
60,653
+3,754
+7% +$25.1K 0.02% 424
2023
Q4 		$363K Buy
56,899
+5,525
+11% +$33.6K 0.02% 406
2023
Q3 		$304K Buy
51,374
+48
+0.1% +$305 0.02% 418
2023
Q2 		$332K Buy
+51,326
New +$314K 0.02% 439
2022
Q4 		$300K Buy
52,595
+3,275
+7% +$19.6K 0.02% 452
2022
Q3 		$273K Buy
49,320
+1,923
+4% +$12.4K 0.02% 432
2022
Q2 		$298K Buy
47,397
+2,929
+7% +$20.3K 0.02% 429
2022
Q1 		$359K Buy
44,468
+2
+0% +$15 0.02% 374
2021
Q4 		$373K Buy
+44,466
New +$376K 0.02% 408

Other funds holding USA

DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CoreCap Advisors's USA Position: Q3 2026 in Review

CoreCap Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 9.5% in Q3 2026, selling an estimated $11.1K and leaving 17,909 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

CoreCap Advisors first reported a position in USA in Q4 2021 and has held it in 18 quarters since. The position peaked at $434K in Q1 2024. 9 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • CoreCap Advisors held 17,909 shares of Liberty All-Star Equity Fund worth $103K as of Q3 2026.
  • CoreCap Advisors sold 1,887 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $11.1K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1084 holding.
  • CoreCap Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Liberty All-Star Equity Fund position peaked at $434K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.