HighTower Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

HighTower Advisors’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	$162K	Buy	29,569 +12,559	+74%	+$65.6K	﹤0.01%	3582
2026 Q1	$80.8K	Sell	17,010 -3,384	-17%	-$17.4K	﹤0.01%	3662
2025 Q4	$108K	Hold	20,394	–	–	﹤0.01%	3494
2025 Q3	$113K	Buy	20,394 +3	+0%	+$17	﹤0.01%	3519
2025 Q2	$112K	Buy	+20,391	New	+$103K	﹤0.01%	3444
2024 Q2	–	Sell	-12,496	Closed	-$69K	–	3695
2024 Q1	$69K	Buy	+12,496	New	+$66.6K	﹤0.01%	3215
2022 Q4	–	Sell	-10,390	Closed	-$51K	–	3351
2022 Q3	$51K	Buy	+10,390	New	+$61.6K	﹤0.01%	2877

Other funds holding ASG

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SFS

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors's ASG Position: Q2 2026 in Review

HighTower Advisors increased its Liberty All-Star Growth Fund (ASG) stake by 74% in Q2 2026, buying an estimated $65.6K and bringing the position to 29,569 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

HighTower Advisors first reported a position in ASG in Q3 2022 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

HighTower Advisors held 29,569 shares of Liberty All-Star Growth Fund worth $162K as of Q2 2026.
HighTower Advisors bought 12,559 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $65.6K.
Liberty All-Star Growth Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3582 holding.
HighTower Advisors first reported a position in Liberty All-Star Growth Fund in Q3 2022 and has held it in 7 quarters since.
81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.