Highline Wealth Partners’s Liberty All-Star Growth Fund ASG Stock Holding History

Highline Wealth Partners’s Portfolio ASG Stock Details ASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.47K	Hold	1,000	–	–	﹤0.01%	834
2026 Q1	$4.75K	Hold	1,000	–	–	﹤0.01%	740
2025 Q4	$5.3K	Hold	1,000	–	–	﹤0.01%	542
2025 Q3	$5.55K	Buy	+1,000	New	+$5.51K	﹤0.01%	548

Other funds holding ASG

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return