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

Kovack 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	$333K	Buy	57,279 +995	+2%	+$5.74K	0.02%	762
2026 Q1	$314K	Buy	56,284 +5,496	+11%	+$32.8K	0.02%	744
2025 Q4	$319K	Buy	+50,788	New	+$316K	0.01%	739
2025 Q3	–	Sell	-17,391	Closed	-$118K	–	659
2025 Q2	$118K	Buy	+17,391	New	+$113K	0.01%	602
2023 Q4	–	Sell	-12,256	Closed	-$72.6K	–	613
2023 Q3	$72.6K	Buy	12,256 +617	+5%	+$3.92K	0.01%	537
2023 Q2	$75.3K	Sell	11,639 -2,843	-20%	-$17.4K	0.01%	568
2023 Q1	$89.8K	Buy	+14,482	New	+$89K	0.01%	562
2022 Q4	–	Sell	-27,589	Closed	-$153K	–	623
2022 Q3	$153K	Buy	27,589 +1,542	+6%	+$9.96K	0.02%	530
2022 Q2	$164K	Buy	26,047 +4,927	+23%	+$34.2K	0.02%	577
2022 Q1	$170K	Buy	+21,120	New	+$163K	0.02%	663
2019 Q4	–	Sell	-11,560	Closed	-$74K	–	556
2019 Q3	$74K	Buy	+11,560	New	+$73K	0.02%	458

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

Kovack Advisors's USA Position: Q2 2026 in Review

Kovack Advisors increased its Liberty All-Star Equity Fund (USA) stake by 1.8% in Q2 2026, buying an estimated $5.74K and bringing the position to 57,279 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #762.

Kovack Advisors first reported a position in USA in Q3 2019 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Kovack Advisors held 57,279 shares of Liberty All-Star Equity Fund worth $333K as of Q2 2026.
Kovack Advisors bought 995 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $5.74K.
Liberty All-Star Equity Fund made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #762 holding.
Kovack Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2019 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.