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

Kingswood Wealth 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	$983K	Buy	169,180 +97,024	+134%	+$560K	0.04%	415
2026 Q1	$400K	Sell	72,156 -45,104	-38%	-$270K	0.02%	614
2025 Q4	$736K	Sell	117,260 -80	-0.1%	-$498	0.04%	417
2025 Q3	$744K	Buy	117,340 +7,648	+7%	+$50.5K	0.05%	364
2025 Q2	$747K	Sell	109,692 -2,230	-2%	-$14.5K	0.06%	315
2025 Q1	$733K	Buy	111,922 +54,421	+95%	+$376K	0.07%	313
2024 Q4	$400K	Buy	+57,501	New	+$413K	0.03%	513

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

Kingswood Wealth Advisors's USA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Liberty All-Star Equity Fund (USA) stake by 134% in Q2 2026, buying an estimated $560K and bringing the position to 169,180 shares worth $983K. The position accounts for 0.04% of the portfolio, ranked #415.

Kingswood Wealth Advisors first reported a position in USA in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Kingswood Wealth Advisors held 169,180 shares of Liberty All-Star Equity Fund worth $983K as of Q2 2026.
Kingswood Wealth Advisors bought 97,024 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $560K.
Liberty All-Star Equity Fund made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #415 holding.
Kingswood Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.