TrueNorth Wealth & Impact, LLC’s Liberty All-Star Equity Fund USA Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$71K	Buy	+12,354	New	+$72.9K	0.03%	183

Other funds holding USA

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Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's USA Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2026: 12,354 shares worth $71K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings.

190 funds tracked by Wall St. Rank hold USA as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 12,354 shares of Liberty All-Star Equity Fund worth $71K as of Q3 2026.
Liberty All-Star Equity Fund was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Liberty All-Star Equity Fund made up 0.03% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #183 holding.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.