KA
ASG

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

Kovack 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
2022
Q2 		– Sell
-10,276
Closed -$77K – 620
2022
Q1 		$77K Buy
+10,276
New +$74.9K 0.01% 694

Other funds holding ASG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Kovack Advisors's ASG Position: Q2 2022 in Review

Kovack Advisors sold out of Liberty All-Star Growth Fund (ASG) in Q2 2022, closing a stake of 10,276 shares — an estimated $77K sold.

Kovack Advisors first reported a position in ASG in Q1 2022 and held it in 1 quarter. The position peaked at $77K in Q1 2022. 65 funds tracked by Wall St. Rank hold ASG as of Q2 2022.

  • Kovack Advisors reported no remaining Liberty All-Star Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Kovack Advisors sold 10,276 Liberty All-Star Growth Fund shares in Q2 2022, an estimated $77K.
  • Kovack Advisors first reported a position in Liberty All-Star Growth Fund in Q1 2022 and held it in 1 quarter.
  • Kovack Advisors's Liberty All-Star Growth Fund position peaked at $77K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2022.

Based on Kovack Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.