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

EverSource Wealth 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 Q2	–	Sell	-12,000	Closed	-$66.6K	–	4549
2026 Q1	$66.6K	Hold	12,000	–	–	﹤0.01%	1684
2025 Q4	$75.4K	Hold	12,000	–	–	﹤0.01%	1472
2025 Q3	$76.1K	Hold	12,000	–	–	﹤0.01%	1417
2025 Q2	$81.7K	Buy	12,000 +2,000	+20%	+$13K	﹤0.01%	1313
2025 Q1	$65.5K	Hold	10,000	–	–	﹤0.01%	1104
2024 Q4	$69.5K	Buy	10,000 +1,000	+11%	+$7.19K	﹤0.01%	1041
2024 Q3	$63.9K	Hold	9,000	–	–	﹤0.01%	966
2024 Q2	$61.3K	Buy	+9,000	New	+$61.2K	﹤0.01%	997

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

SCM

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

KIM

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

EverSource Wealth Advisors's USA Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 12,000 shares — an estimated $66.6K sold.

EverSource Wealth Advisors first reported a position in USA in Q2 2024 and held it in 8 quarters. The position peaked at $81.7K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

EverSource Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 12,000 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $66.6K.
EverSource Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2024 and held it in 8 quarters.
EverSource Wealth Advisors's Liberty All-Star Equity Fund position peaked at $81.7K in Q2 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.