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Gladstone Institutional Advisory’s Liberty All-Star Equity Fund USA Stock Holding History

Gladstone Institutional Advisory’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 		$1.12M Buy
+193,049
New +$1.11M 0.04% 393

Other funds holding USA

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

Gladstone Institutional Advisory's USA Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 193,049 shares worth $1.12M. The stake represents 0.04% of the portfolio and ranks #393 among its holdings.

73 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Gladstone Institutional Advisory held 193,049 shares of Liberty All-Star Equity Fund worth $1.12M as of Q2 2026.
  • Liberty All-Star Equity Fund was a new Gladstone Institutional Advisory position in Q2 2026.
  • Liberty All-Star Equity Fund made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #393 holding.
  • 73 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.