PIWA
ASG

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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ASG Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Liberty All-Star Growth Fund (ASG) in Q2 2025, closing a stake of 99,889 shares — an estimated $488K sold.

Prevail Innovative Wealth Advisors first reported a position in ASG in Q4 2024 and held it in 2 quarters. The position peaked at $488K in Q1 2025. 72 funds tracked by Wall St. Rank hold ASG as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Liberty All-Star Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 99,889 Liberty All-Star Growth Fund shares in Q2 2025, an estimated $488K.
  • Prevail Innovative Wealth Advisors first reported a position in Liberty All-Star Growth Fund in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Liberty All-Star Growth Fund position peaked at $488K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.