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

Prevail Innovative 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
2025 Q2	–	Sell	-99,889	Closed	-$488K	–	195
2025 Q1	$488K	Buy	99,889 +75,316	+306%	+$407K	0.13%	145
2024 Q4	$139K	Buy	+24,573	New	+$141K	0.04%	160

Other funds holding ASG

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return