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

JFS Wealth 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	$586	Buy	+107	New	+$559	﹤0.01%	1926

Other funds holding ASG

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

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return