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

HHM 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
2025
Q3 		– Sell
-2,402
Closed -$16.4K – 937
2025
Q2 		$16.4K Hold
2,402
– – ﹤0.01% 538
2025
Q1 		$15.7K Hold
2,402
– – ﹤0.01% 529
2024
Q4 		$16.7K Hold
2,402
– – ﹤0.01% 521
2024
Q3 		$17.1K Hold
2,402
– – ﹤0.01% 492
2024
Q2 		$16.3K Buy
+2,402
New +$16.3K ﹤0.01% 484
2024
Q1 		– Sell
-1,230
Closed -$7.85K – 780
2023
Q4 		$7.85K Buy
+1,230
New +$7.48K ﹤0.01% 555

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HHM Wealth Advisors's USA Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q3 2025, closing a stake of 2,402 shares — an estimated $16.4K sold.

HHM Wealth Advisors first reported a position in USA in Q4 2023 and held it in 6 quarters. The position peaked at $17.1K in Q3 2024. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,402 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $16.4K.
  • HHM Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2023 and held it in 6 quarters.
  • HHM Wealth Advisors's Liberty All-Star Equity Fund position peaked at $17.1K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.