PWA
ASG

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

Physician Wealth 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
2026
Q2 		$15 Hold
3
– – ﹤0.01% 2327
2026
Q1 		$13 Hold
3
– – ﹤0.01% 2052
2025
Q4 		$14 Hold
3
– – ﹤0.01% 2022
2025
Q3 		$15 Buy
3
+1
+50% +$6 ﹤0.01% 1894
2025
Q2 		$14 Hold
2
– – ﹤0.01% 1794
2025
Q1 		$12 Hold
2
– – ﹤0.01% 1429
2024
Q4 		$14 Buy
+2
New +$12 ﹤0.01% 1139

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Physician Wealth Advisors's ASG Position: Q2 2026 in Review

Physician Wealth Advisors held its Liberty All-Star Growth Fund (ASG) position steady in Q2 2026 at 3 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Physician Wealth Advisors first reported a position in ASG in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Physician Wealth Advisors held 3 shares of Liberty All-Star Growth Fund worth $15 as of Q2 2026.
  • Physician Wealth Advisors left its Liberty All-Star Growth Fund share count unchanged in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2327 holding.
  • Physician Wealth Advisors first reported a position in Liberty All-Star Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.