Creative Planning
ASG

Creative Planning’s Liberty All-Star Growth Fund ASG Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-12,200
Closed -$68.9K – 3483
2024
Q4 		$68.9K Sell
12,200
-759
-6% -$4.37K ﹤0.01% 3208
2024
Q3 		$72.7K Buy
12,959
+1,861
+17% +$10K ﹤0.01% 3058
2024
Q2 		$59.3K Sell
11,098
-1,827
-14% -$9.58K ﹤0.01% 2912
2024
Q1 		$71K Buy
+12,925
New +$68.9K ﹤0.01% 2755
2019
Q3 		– Sell
-19,066
Closed -$111K – 1994
2019
Q2 		$111K Buy
19,066
+7
+0% +$40 ﹤0.01% 1731
2019
Q1 		$106K Sell
19,059
-2,279
-11% -$11.7K ﹤0.01% 1699
2018
Q4 		$94K Buy
21,338
+503
+2% +$2.59K ﹤0.01% 1638
2018
Q3 		$132K Sell
20,835
-5,456
-21% -$36.6K ﹤0.01% 1748
2018
Q2 		$174K Hold
26,291
– – ﹤0.01% 1671
2018
Q1 		$159K Buy
26,291
+8,448
+47% +$50.2K ﹤0.01% 1662
2017
Q4 		$99K Hold
17,843
– – ﹤0.01% 1730
2017
Q3 		$93K Buy
17,843
+368
+2% +$1.84K ﹤0.01% 1724
2017
Q2 		$86K Sell
17,475
-35,327
-67% -$167K ﹤0.01% 2087
2017
Q1 		$240K Buy
52,802
+51,735
+4,849% +$229K ﹤0.01% 1380
2016
Q4 		$4K Buy
1,067
+166
+18% +$691 ﹤0.01% 4031
2016
Q3 		$4K Hold
901
– – ﹤0.01% 3950
2016
Q2 		$4K Buy
901
+35
+4% +$143 ﹤0.01% 3724
2016
Q1 		$4K Buy
866
+102
+13% +$400 ﹤0.01% 3670
2015
Q4 		$3K Hold
764
– – ﹤0.01% 3881
2015
Q3 		$3K Buy
+764
New +$3.81K ﹤0.01% 3798
2015
Q2 		– Sell
-709
Closed -$4K – 1217
2015
Q1 		$4K Buy
+709
New +$3.61K ﹤0.01% 3606
2013
Q4 		– Sell
-1,438
Closed -$7K – 3307
2013
Q3 		$7K Buy
+1,438
New +$6.86K ﹤0.01% 2604

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Creative Planning's ASG Position: Q1 2025 in Review

Creative Planning sold out of Liberty All-Star Growth Fund (ASG) in Q1 2025, closing a stake of 12,200 shares — an estimated $68.9K sold.

Creative Planning first reported a position in ASG in Q3 2013 and held it in 22 quarters. The position peaked at $240K in Q1 2017. 71 funds tracked by Wall St. Rank hold ASG as of Q1 2025.

  • Creative Planning reported no remaining Liberty All-Star Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 12,200 Liberty All-Star Growth Fund shares in Q1 2025, an estimated $68.9K.
  • Creative Planning first reported a position in Liberty All-Star Growth Fund in Q3 2013 and held it in 22 quarters.
  • Creative Planning's Liberty All-Star Growth Fund position peaked at $240K in Q1 2017.
  • 71 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.