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

IFP 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
2026
Q2 		$16.7K Buy
2,873
+73
+3% +$421 ﹤0.01% 3081
2026
Q1 		$15.5K Buy
2,800
+155
+6% +$926 ﹤0.01% 2921
2025
Q4 		$16.6K Hold
2,645
– – ﹤0.01% 2814
2025
Q3 		$16.8K Buy
2,645
+69
+3% +$456 ﹤0.01% 2669
2025
Q2 		$17.5K Buy
2,576
+57
+2% +$371 ﹤0.01% 2618
2025
Q1 		$16.5K Buy
2,519
+120
+5% +$829 ﹤0.01% 2373
2024
Q4 		$16.7K Hold
2,399
– – ﹤0.01% 2325
2024
Q3 		$17K Sell
2,399
-5,238
-69% -$35.9K ﹤0.01% 2204
2024
Q2 		$51.9K Sell
7,637
-15,353
-67% -$104K ﹤0.01% 1662
2024
Q1 		$164K Buy
22,990
+648
+3% +$4.33K 0.01% 1093
2023
Q4 		$143K Buy
22,342
+19,509
+689% +$119K 0.01% 1116
2023
Q3 		$16.8K Buy
2,833
+190
+7% +$1.21K ﹤0.01% 2025
2023
Q2 		$17.1K Sell
2,643
-669
-20% -$4.09K ﹤0.01% 2088
2023
Q1 		$21.3K Buy
3,312
+1,440
+77% +$8.85K ﹤0.01% 1994
2022
Q4 		$13K Sell
1,872
-977
-34% -$5.84K ﹤0.01% 3233
2022
Q3 		$19K Buy
2,849
+1,823
+178% +$11.8K ﹤0.01% 3147
2022
Q2 		$7K Hold
1,026
– – ﹤0.01% 3631
2022
Q1 		$7K Buy
+1,026
New +$7.9K ﹤0.01% 3630
2019
Q1 		$0 Sell
86
-4,440
-98% -$26.2K ﹤0.01% 3404
2018
Q4 		$24K Sell
4,526
-9,790
-68% -$58.2K ﹤0.01% 2024
2018
Q3 		$97K Buy
14,316
+6,129
+75% +$40.7K ﹤0.01% 1488
2018
Q2 		$52K Buy
8,187
+2,438
+42% +$15.5K ﹤0.01% 1888
2018
Q1 		$36K Hold
5,749
– – ﹤0.01% 2008
2017
Q4 		$36K Sell
5,749
-3,811
-40% -$23.4K ﹤0.01% 2032
2017
Q3 		$58K Sell
9,560
-14,281
-60% -$82.1K ﹤0.01% 1904
2017
Q2 		$135K Buy
23,841
+15,519
+186% +$86.2K 0.01% 1362
2017
Q1 		$45K Sell
8,322
-652
-7% -$3.53K ﹤0.01% 1995
2016
Q4 		$46K Buy
8,974
+2,443
+37% +$12.4K ﹤0.01% 1939
2016
Q3 		$34K Sell
6,531
-4,899
-43% -$25.2K ﹤0.01% 2060
2016
Q2 		$57K Buy
11,430
+11,344
+13,191% +$56.7K ﹤0.01% 1695
2016
Q1 		$0 Sell
86
-20,504
-100% -$96.9K ﹤0.01% 3409
2015
Q4 		$110K Buy
+20,590
New +$110K 0.01% 1126

Other funds holding USA

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IFP Advisors's USA Position: Q2 2026 in Review

IFP Advisors increased its Liberty All-Star Equity Fund (USA) stake by 2.6% in Q2 2026, buying an estimated $421 and bringing the position to 2,873 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

IFP Advisors first reported a position in USA in Q4 2015 and has held it in 32 quarters since. The position peaked at $164K in Q1 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • IFP Advisors held 2,873 shares of Liberty All-Star Equity Fund worth $16.7K as of Q2 2026.
  • IFP Advisors bought 73 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $421.
  • Liberty All-Star Equity Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3081 holding.
  • IFP Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Liberty All-Star Equity Fund position peaked at $164K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.