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

Simplicity Wealth’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	–	Sell	-45,817	Closed	-$254K	–	1049
2026 Q1	$254K	Hold	45,817	–	–	0.01%	644
2025 Q4	$288K	Buy	+45,817	New	+$285K	0.02%	568

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

Simplicity Wealth's USA Position: Q2 2026 in Review

Simplicity Wealth sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 45,817 shares — an estimated $254K sold.

Simplicity Wealth first reported a position in USA in Q4 2025 and held it in 2 quarters. The position peaked at $288K in Q4 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Simplicity Wealth reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 45,817 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $254K.
Simplicity Wealth first reported a position in Liberty All-Star Equity Fund in Q4 2025 and held it in 2 quarters.
Simplicity Wealth's Liberty All-Star Equity Fund position peaked at $288K in Q4 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.