SBIA
USA icon

Sheaff Brock Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$1.58M Sell
241,230
-33,000
-12% -$228K 0.15% 124
2024
Q4 		$1.91M Hold
274,230
– – 0.17% 112
2024
Q3 		$1.95M Buy
274,230
+600
+0.2% +$4.11K 0.17% 113
2024
Q2 		$1.86M Buy
273,630
+1,900
+0.7% +$12.9K 0.17% 113
2024
Q1 		$1.94M Sell
271,730
-3,425
-1% -$22.9K 0.12% 119
2023
Q4 		$1.76M Sell
275,155
-9,000
-3% -$54.7K 0.14% 115
2023
Q3 		$1.68M Sell
284,155
-78,008
-22% -$495K 0.15% 109
2023
Q2 		$2.34M Hold
362,163
– – 0.2% 94
2023
Q1 		$2.25M Buy
362,163
+500
+0.1% +$3.07K 0.21% 90
2022
Q4 		$2.06M Hold
361,663
– – 0.2% 86
2022
Q3 		$2M Buy
361,663
+16,804
+5% +$109K 0.21% 84
2022
Q2 		$2.17M Buy
344,859
+5,756
+2% +$39.9K 0.18% 80
2022
Q1 		$2.74M Buy
339,103
+2,683
+0.8% +$20.6K 0.19% 84
2021
Q4 		$2.82M Buy
336,420
+37,807
+13% +$319K 0.19% 85
2021
Q3 		$2.57M Buy
298,613
+11,529
+4% +$101K 0.19% 82
2021
Q2 		$2.6M Buy
287,084
+8,730
+3% +$73.3K 0.19% 82
2021
Q1 		$2.12M Buy
278,354
+19,362
+7% +$141K 0.17% 84
2020
Q4 		$1.79M Sell
258,992
-118
-0% -$757 0.15% 91
2020
Q3 		$1.56M Buy
259,110
+14,268
+6% +$85.3K 0.14% 99
2020
Q2 		$1.4M Buy
244,842
+30,874
+14% +$167K 0.14% 94
2020
Q1 		$1.04M Buy
213,968
+13,190
+7% +$81.4K 0.14% 94
2019
Q4 		$1.36M Buy
200,778
+542
+0.3% +$3.54K 0.13% 104
2019
Q3 		$1.28M Buy
200,236
+5,639
+3% +$35.6K 0.14% 109
2019
Q2 		$1.25M Buy
194,597
+5,552
+3% +$34.6K 0.13% 108
2019
Q1 		$1.16M Sell
189,045
-43,853
-19% -$259K 0.14% 113
2018
Q4 		$1.25M Buy
232,898
+5,809
+3% +$34.5K 0.2% 98
2018
Q3 		$1.55M Buy
227,089
+5,381
+2% +$35.8K 0.15% 100
2018
Q2 		$1.42M Buy
221,708
+7,739
+4% +$49.3K 0.14% 109
2018
Q1 		$1.31M Buy
213,969
+11,041
+5% +$70.2K 0.14% 111
2017
Q4 		$1.28M Sell
202,928
-221
-0.1% -$1.36K 0.17% 120
2017
Q3 		$1.23M Buy
203,149
+2,775
+1% +$15.9K 0.16% 120
2017
Q2 		$1.13M Buy
200,374
+4,426
+2% +$24.6K 0.15% 133
2017
Q1 		$1.07M Buy
195,948
+9,952
+5% +$53.9K 0.14% 134
2016
Q4 		$960K Buy
185,996
+6,433
+4% +$32.6K 0.12% 168
2016
Q3 		$930K Buy
179,563
+3,984
+2% +$20.5K 0.12% 157
2016
Q2 		$881K Buy
175,579
+4,985
+3% +$24.9K 0.11% 181
2016
Q1 		$848K Buy
170,594
+8,373
+5% +$39.6K 0.1% 187
2015
Q4 		$868K Buy
+162,221
New +$863K 0.1% 205

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Sheaff Brock Investment Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 12% in Q1 2025, selling an estimated $228K and leaving 241,230 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #124.

Sheaff Brock Investment Advisors first reported a position in USA in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.82M in Q4 2021. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 241,230 shares of Liberty All-Star Equity Fund worth $1.58M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 33,000 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $228K.
  • Liberty All-Star Equity Fund made up 0.15% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #124 holding.
  • Sheaff Brock Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Liberty All-Star Equity Fund position peaked at $2.82M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

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