MGO One Seven’s Liberty All-Star Equity Fund USA Stock Holding History

MGO One Seven’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	$173K	Buy	29,838 +17,819	+148%	+$103K	﹤0.01%	1492
2026 Q1	$66.7K	Sell	12,019 -3,486	-22%	-$20.8K	﹤0.01%	1387
2025 Q4	$97.4K	Buy	15,505 +873	+6%	+$5.44K	﹤0.01%	1367
2025 Q3	$92.8K	Buy	+14,632	New	+$96.6K	﹤0.01%	1297
2019 Q1	–	Sell	-4,577	Closed	-$24K	–	1575
2018 Q4	$24K	Sell	4,577 -12,058	-72%	-$71.7K	0.01%	865
2018 Q3	$113K	Buy	+16,635	New	+$111K	0.05%	345
2018 Q1	$204K	Buy	33,319 +717	+2%	+$4.56K	0.09%	263
2017 Q4	$205K	Buy	+32,602	New	+$200K	0.09%	250

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

MGO One Seven's USA Position: Q2 2026 in Review

MGO One Seven increased its Liberty All-Star Equity Fund (USA) stake by 148% in Q2 2026, buying an estimated $103K and bringing the position to 29,838 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

MGO One Seven first reported a position in USA in Q4 2017 and has held it in 8 quarters since. The position peaked at $205K in Q4 2017. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

MGO One Seven held 29,838 shares of Liberty All-Star Equity Fund worth $173K as of Q2 2026.
MGO One Seven bought 17,819 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $103K.
Liberty All-Star Equity Fund made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1492 holding.
MGO One Seven first reported a position in Liberty All-Star Equity Fund in Q4 2017 and has held it in 8 quarters since.
MGO One Seven's Liberty All-Star Equity Fund position peaked at $205K in Q4 2017.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.