Sax Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Sax Wealth Advisors’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	$93K	Hold	16,760	–	–	﹤0.01%	535
2026 Q1	$105K	Hold	16,760	–	–	0.01%	481
2025 Q4	$105K	Hold	16,760	–	–	0.01%	487
2025 Q3	$106K	Hold	16,760	–	–	0.01%	435
2025 Q2	$114K	Hold	16,760	–	–	0.01%	418
2025 Q1	$110K	Hold	16,760	–	–	0.01%	356
2024 Q4	$116K	Hold	16,760	–	–	0.01%	324
2024 Q3	$119K	Hold	16,760	–	–	0.01%	283
2024 Q2	$114K	Hold	16,760	–	–	0.01%	270
2024 Q1	$120K	Hold	16,760	–	–	0.01%	186
2023 Q4	$107K	Hold	16,760	–	–	0.02%	186
2023 Q3	$99.2K	Hold	16,760	–	–	0.02%	175
2023 Q2	$108K	Hold	16,760	–	–	0.02%	174
2023 Q1	$104K	Hold	16,760	–	–	0.02%	173
2022 Q4	$95.5K	Hold	16,760	–	–	0.02%	167
2022 Q3	$93K	Hold	16,760	–	–	0.02%	156
2022 Q2	$105K	Hold	16,760	–	–	0.03%	162
2022 Q1	$135K	Hold	16,760	–	–	0.03%	173
2021 Q4	$140K	Hold	16,760	–	–	0.03%	178
2021 Q3	$144K	Hold	16,760	–	–	0.03%	168
2021 Q2	$152K	Hold	16,760	–	–	0.05%	158
2021 Q1	$128K	Hold	16,760	–	–	0.05%	148
2020 Q4	$116K	Buy	+16,760	New	+$108K	0.05%	132

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sax Wealth Advisors's USA Position: Q2 2026 in Review

Sax Wealth Advisors held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 16,760 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Sax Wealth Advisors first reported a position in USA in Q4 2020 and has held it in 23 quarters since. The position peaked at $152K in Q2 2021. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Sax Wealth Advisors held 16,760 shares of Liberty All-Star Equity Fund worth $93K as of Q2 2026.
Sax Wealth Advisors left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #535 holding.
Sax Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's Liberty All-Star Equity Fund position peaked at $152K in Q2 2021.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.