SBIA
ASG

Sheaff Brock Investment Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Sheaff Brock Investment 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
Q1 		$95.6K Hold
19,545
– – 0.01% 440
2024
Q4 		$110K Hold
19,545
– – 0.01% 433
2024
Q3 		$110K Hold
19,545
– – 0.01% 435
2024
Q2 		$104K Hold
19,545
– – 0.01% 429
2024
Q1 		$107K Hold
19,545
– – 0.01% 481
2023
Q4 		$103K Hold
19,545
– – 0.01% 450
2023
Q3 		$96.6K Hold
19,545
– – 0.01% 432
2023
Q2 		$106K Hold
19,545
– – 0.01% 456
2023
Q1 		$103K Hold
19,545
– – 0.01% 481
2022
Q4 		$96.4K Hold
19,545
– – 0.01% 462
2022
Q3 		$97K Hold
19,545
– – 0.01% 462
2022
Q2 		$114K Sell
19,545
-1,116
-5% -$6.96K 0.01% 468
2022
Q1 		$155K Hold
20,661
– – 0.01% 499
2021
Q4 		$186K Hold
20,661
– – 0.01% 498
2021
Q3 		$179K Buy
+20,661
New +$179K 0.01% 510

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Sheaff Brock Investment Advisors's ASG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Liberty All-Star Growth Fund (ASG) position steady in Q1 2025 at 19,545 shares worth $95.6K. The position accounts for 0.01% of the portfolio, ranked #440.

Sheaff Brock Investment Advisors first reported a position in ASG in Q3 2021 and has held it in 15 quarters since. The position peaked at $186K in Q4 2021. 71 funds tracked by Wall St. Rank hold ASG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 19,545 shares of Liberty All-Star Growth Fund worth $95.6K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Liberty All-Star Growth Fund share count unchanged in Q1 2025.
  • Liberty All-Star Growth Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #440 holding.
  • Sheaff Brock Investment Advisors first reported a position in Liberty All-Star Growth Fund in Q3 2021 and has held it in 15 quarters since.
  • Sheaff Brock Investment Advisors's Liberty All-Star Growth Fund position peaked at $186K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.