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Karpus Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Karpus Investment 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 		$19M Buy
3,271,867
+155,356
+5% +$896K 0.55% 44
2026
Q1 		$17.3M Buy
3,116,511
+1,286,001
+70% +$7.69M 0.54% 48
2025
Q4 		$11.5M Buy
+1,830,510
New +$11.4M 0.35% 72
2024
Q2 		– Sell
-88,070
Closed -$630K – 234
2024
Q1 		$630K Buy
88,070
+37,770
+75% +$253K 0.02% 213
2023
Q4 		$321K Buy
+50,300
New +$306K 0.01% 236
2021
Q2 		– Sell
-846,864
Closed -$6.46M – 322
2021
Q1 		$6.46M Sell
846,864
-1,550,027
-65% -$11.3M 0.2% 115
2020
Q4 		$16.5M Buy
2,396,891
+381,448
+19% +$2.45M 0.52% 56
2020
Q3 		$12.1M Sell
2,015,443
-6,983
-0.3% -$41.7K 0.44% 58
2020
Q2 		$11.6M Buy
2,022,426
+627,694
+45% +$3.39M 0.44% 62
2020
Q1 		$6.75M Buy
+1,394,732
New +$8.61M 0.26% 81
2018
Q2 		– Sell
-2,093,528
Closed -$12.8M – 181
2018
Q1 		$12.8M Sell
2,093,528
-1,086,048
-34% -$6.9M 0.58% 49
2017
Q4 		$20M Sell
3,179,576
-1,700,775
-35% -$10.4M 0.92% 31
2017
Q3 		$29.4M Sell
4,880,351
-1,965,540
-29% -$11.3M 1.49% 17
2017
Q2 		$38.7M Sell
6,845,891
-1,190,795
-15% -$6.61M 1.96% 13
2017
Q1 		$43.9M Sell
8,036,686
-364,831
-4% -$1.98M 2.27% 8
2016
Q4 		$43.4M Buy
8,401,517
+97,470
+1% +$495K 2.49% 7
2016
Q3 		$43M Buy
8,304,047
+16,198
+0.2% +$83.4K 2.27% 7
2016
Q2 		$41.6M Buy
8,287,849
+75,916
+0.9% +$379K 2.13% 9
2016
Q1 		$40.8M Buy
8,211,933
+1,683,811
+26% +$7.96M 1.86% 10
2015
Q4 		$34.9M Buy
6,528,122
+474,602
+8% +$2.52M 1.57% 17
2015
Q3 		$30.8M Buy
6,053,520
+425,983
+8% +$2.34M 1.43% 16
2015
Q2 		$32.4M Buy
5,627,537
+327,478
+6% +$1.93M 1.52% 14
2015
Q1 		$31M Buy
5,300,059
+834,876
+19% +$4.86M 1.44% 17
2014
Q4 		$26.7M Buy
4,465,183
+333,066
+8% +$1.94M 1.27% 21
2014
Q3 		$24.1M Buy
4,132,117
+289,141
+8% +$1.72M 1.17% 24
2014
Q2 		$23.1M Buy
3,842,976
+406,347
+12% +$2.38M 1.11% 27
2014
Q1 		$20.2M Sell
3,436,629
-96,834
-3% -$565K 1.05% 23
2013
Q4 		$21.1M Buy
3,533,463
+329,916
+10% +$1.88M 1.17% 21
2013
Q3 		$17.3M Sell
3,203,547
-873,009
-21% -$4.8M 1.11% 25
2013
Q2 		$21.2M Buy
+4,076,556
New +$21.2M 1.48% 17

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

Karpus Investment Management's USA Position: Q2 2026 in Review

Karpus Investment Management increased its Liberty All-Star Equity Fund (USA) stake by 5% in Q2 2026, buying an estimated $896K and bringing the position to 3,271,867 shares worth $19M. The position accounts for 0.55% of the portfolio, ranked #44.

Karpus Investment Management first reported a position in USA in Q2 2013 and has held it in 30 quarters since. The position peaked at $43.9M in Q1 2017. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Karpus Investment Management held 3,271,867 shares of Liberty All-Star Equity Fund worth $19M as of Q2 2026.
  • Karpus Investment Management bought 155,356 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $896K.
  • Liberty All-Star Equity Fund made up 0.55% of Karpus Investment Management's portfolio in Q2 2026, its #44 holding.
  • Karpus Investment Management first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 30 quarters since.
  • Karpus Investment Management's Liberty All-Star Equity Fund position peaked at $43.9M in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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