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GWN Securities’s Liberty All-Star Equity Fund USA Stock Holding History

GWN Securities’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
2025
Q1 		– Sell
-29,739
Closed -$213K – 770
2024
Q4 		$213K Buy
+29,739
New +$214K 0.06% 318

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

GWN Securities's USA Position: Q1 2025 in Review

GWN Securities sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 29,739 shares — an estimated $213K sold.

GWN Securities first reported a position in USA in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • GWN Securities reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • GWN Securities sold 29,739 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $213K.
  • GWN Securities first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 1 quarter.
  • GWN Securities's Liberty All-Star Equity Fund position peaked at $213K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.