IFG Advisory’s Liberty All-Star Equity Fund USA Stock Holding History

IFG Advisory’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 Q3	$35.8K	Buy	+6,196	New	+$36.6K	﹤0.01%	1427

Other funds holding USA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFG Advisory's USA Position: Q3 2026 in Review

IFG Advisory opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2026: 6,196 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings.

132 funds tracked by Wall St. Rank hold USA as of Q3 2026.

IFG Advisory held 6,196 shares of Liberty All-Star Equity Fund worth $35.8K as of Q3 2026.
Liberty All-Star Equity Fund was a new IFG Advisory position in Q3 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1427 holding.
132 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.