Global Retirement Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Global Retirement Partners’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	$177K	Buy	+30,524	New	+$176K	﹤0.01%	1655
2025 Q4	$36.9K	Buy	+5,871	New	+$36.6K	﹤0.01%	2532
2023 Q1	–	Sell	-38	Closed	-$217	–	3349
2022 Q4	$217	Hold	38	–	–	﹤0.01%	2937
2022 Q3	$0	Hold	38	–	–	﹤0.01%	2993
2022 Q2	$0	Buy	38 +36	+1,800%	+$250	﹤0.01%	2894
2022 Q1	$0	Buy	+2	New	+$15	﹤0.01%	2790
2021 Q4	–	Sell	-2	Closed	–	–	1710
2021 Q3	$0	Hold	2	–	–	﹤0.01%	2063
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1951
2021 Q1	$0	Sell	2 -86	-98%	-$628	﹤0.01%	1906
2020 Q4	$1K	Buy	+88	New	+$565	﹤0.01%	1701
2019 Q3	–	Sell	-1,130	Closed	-$7K	–	1687
2019 Q2	$7K	Hold	1,130	–	–	﹤0.01%	1215
2019 Q1	$7K	Hold	1,130	–	–	﹤0.01%	1167
2018 Q4	$6K	Hold	1,130	–	–	﹤0.01%	1129
2018 Q3	$8K	Hold	1,130	–	–	﹤0.01%	1106
2018 Q2	$7K	Hold	1,130	–	–	﹤0.01%	1111
2018 Q1	$7K	Buy	+1,130	New	+$7.18K	﹤0.01%	1085

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

Global Retirement Partners's USA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 30,524 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USA as recently as Q4 2025.

Global Retirement Partners first reported a position in USA in Q1 2018 and has held it in 16 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Global Retirement Partners held 30,524 shares of Liberty All-Star Equity Fund worth $177K as of Q2 2026.
Liberty All-Star Equity Fund was a new Global Retirement Partners position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1655 holding.
Global Retirement Partners first reported a position in Liberty All-Star Equity Fund in Q1 2018 and has held it in 16 quarters since.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.