SW
ASG

Simplicity Wealth’s Liberty All-Star Growth Fund ASG Stock Holding History

Simplicity Wealth’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
2026
Q1 		$185K Hold
38,999
– – 0.01% 725
2025
Q4 		$207K Buy
+38,999
New +$211K 0.01% 666

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 $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Simplicity Wealth's ASG Position: Q1 2026 in Review

Simplicity Wealth held its Liberty All-Star Growth Fund (ASG) position steady in Q1 2026 at 38,999 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #725.

Simplicity Wealth first reported a position in ASG in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 74 funds tracked by Wall St. Rank hold ASG as of Q1 2026.

  • Simplicity Wealth held 38,999 shares of Liberty All-Star Growth Fund worth $185K as of Q1 2026.
  • Simplicity Wealth left its Liberty All-Star Growth Fund share count unchanged in Q1 2026.
  • Liberty All-Star Growth Fund made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #725 holding.
  • Simplicity Wealth first reported a position in Liberty All-Star Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's Liberty All-Star Growth Fund position peaked at $207K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.