MRA Advisory Group’s Liberty All-Star Equity Fund USA Stock Holding History

MRA Advisory Group’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	$85K	Buy	14,633 +370	+3%	+$2.13K	0.03%	156
2026 Q1	$79.2K	Buy	14,263 +809	+6%	+$4.83K	0.03%	139
2025 Q4	$84.5K	Sell	13,454 -953	-7%	-$5.93K	0.04%	133
2025 Q3	$91.3K	Buy	14,407 +382	+3%	+$2.52K	0.04%	138
2025 Q2	$95.5K	Buy	14,025 +304	+2%	+$1.98K	0.04%	133
2025 Q1	$89.9K	Buy	13,721 +653	+5%	+$4.51K	0.05%	128
2024 Q4	$90.8K	Hold	13,068	–	–	0.05%	121
2024 Q3	$92.8K	Buy	13,068 +333	+3%	+$2.28K	0.05%	117
2024 Q2	$86.6K	Buy	12,735 +328	+3%	+$2.23K	0.05%	109
2024 Q1	$88.7K	Buy	12,407 +593	+5%	+$3.97K	0.05%	102
2023 Q4	$75.4K	Sell	11,814 -5	-0%	-$30	0.05%	104
2023 Q3	$70K	Buy	11,819 +295	+3%	+$1.87K	0.05%	114
2023 Q2	$74.6K	Buy	11,524 +279	+2%	+$1.7K	0.05%	131
2023 Q1	$69.7K	Buy	11,245 +264	+2%	+$1.62K	0.05%	131
2022 Q4	$62.6K	Buy	10,981 +274	+3%	+$1.64K	0.05%	103
2022 Q3	$61K	Buy	10,707 +256	+2%	+$1.65K	0.05%	99
2022 Q2	$66K	Buy	10,451 +289	+3%	+$2K	0.06%	102
2022 Q1	$82K	Buy	+10,162	New	+$78.2K	0.06%	110

Other funds holding USA

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return