IWM
ASG

IHT Wealth Management’s Liberty All-Star Growth Fund ASG Stock Holding History

IHT Wealth Management’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 		$102K Buy
18,574
+382
+2% +$2K ﹤0.01% 1210
2026
Q1 		$86.4K Buy
18,192
+6,868
+61% +$35.3K ﹤0.01% 1225
2025
Q4 		$60K Hold
11,324
– – ﹤0.01% 1162
2025
Q3 		$62.9K Buy
11,324
+1,239
+12% +$6.83K ﹤0.01% 1151
2025
Q2 		$55.2K Buy
+10,085
New +$51K ﹤0.01% 1134

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
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
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IHT Wealth Management's ASG Position: Q2 2026 in Review

IHT Wealth Management increased its Liberty All-Star Growth Fund (ASG) stake by 2.1% in Q2 2026, buying an estimated $2K and bringing the position to 18,574 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

IHT Wealth Management first reported a position in ASG in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • IHT Wealth Management held 18,574 shares of Liberty All-Star Growth Fund worth $102K as of Q2 2026.
  • IHT Wealth Management bought 382 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $2K.
  • Liberty All-Star Growth Fund made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1210 holding.
  • IHT Wealth Management first reported a position in Liberty All-Star Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.