IHT Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

IHT Wealth Management’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	$348K	Sell	59,886 -3,006	-5%	-$17.3K	0.01%	970
2026 Q1	$349K	Buy	62,892 +4,304	+7%	+$25.7K	0.01%	957
2025 Q4	$368K	Buy	58,588 +2,993	+5%	+$18.6K	0.01%	888
2025 Q3	$352K	Sell	55,595 -1,501	-3%	-$9.91K	0.01%	866
2025 Q2	$389K	Sell	57,096 -1,086	-2%	-$7.07K	0.01%	791
2025 Q1	$381K	Buy	58,182 +20,822	+56%	+$144K	0.01%	764
2024 Q4	$260K	Buy	37,360 +5,500	+17%	+$39.5K	0.01%	912
2024 Q3	$226K	Buy	31,860 +807	+3%	+$5.53K	0.01%	1038
2024 Q2	$211K	Buy	31,053 +795	+3%	+$5.41K	0.01%	941
2024 Q1	$216K	Buy	30,258 +1,441	+5%	+$9.64K	0.01%	915
2023 Q4	$184K	Buy	28,817 +5,675	+25%	+$34.5K	0.01%	918
2023 Q3	$137K	Buy	23,142 +2,818	+14%	+$17.9K	0.01%	907
2023 Q2	$131K	Buy	20,324 +9,603	+90%	+$58.7K	0.01%	916
2023 Q1	$66.5K	Buy	+10,721	New	+$65.9K	﹤0.01%	920

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

IHT Wealth Management reduced its Liberty All-Star Equity Fund (USA) stake by 4.8% in Q2 2026, selling an estimated $17.3K and leaving 59,886 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #970.

IHT Wealth Management first reported a position in USA in Q1 2023 and has held it in 14 quarters since. The position peaked at $389K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

IHT Wealth Management held 59,886 shares of Liberty All-Star Equity Fund worth $348K as of Q2 2026.
IHT Wealth Management sold 3,006 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $17.3K.
Liberty All-Star Equity Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #970 holding.
IHT Wealth Management first reported a position in Liberty All-Star Equity Fund in Q1 2023 and has held it in 14 quarters since.
IHT Wealth Management's Liberty All-Star Equity Fund position peaked at $389K in Q2 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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