Sound Income Strategies’s Liberty All-Star Equity Fund USA Stock Holding History

Sound Income Strategies’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	-5,000	Closed	-$28.2K	–	2291
2026 Q1	$28.2K	Hold	5,000	–	–	﹤0.01%	1044
2025 Q4	$31.8K	Buy	5,000 +971	+24%	+$6.05K	﹤0.01%	969
2025 Q3	$25.7K	Buy	+4,029	New	+$26.6K	﹤0.01%	743
2025 Q2	–	Hold	0	–	–	–	1602
2025 Q1	–	Hold	0	–	–	–	1550
2024 Q4	–	Hold	0	–	–	–	1464
2023 Q4	–	Sell	-3,135	Closed	-$18.6K	–	1398
2023 Q3	$18.6K	Buy	3,135 +2,400	+327%	+$15.2K	﹤0.01%	456
2023 Q2	$4.75K	Sell	735 -2,200	-75%	-$13.4K	﹤0.01%	747
2023 Q1	$18.2K	Hold	2,935	–	–	﹤0.01%	434
2022 Q4	$16.7K	Hold	2,935	–	–	﹤0.01%	421
2022 Q3	$16K	Hold	2,935	–	–	﹤0.01%	397
2022 Q2	$18K	Hold	2,935	–	–	﹤0.01%	372
2022 Q1	$24K	Buy	2,935 +2,200	+299%	+$16.9K	﹤0.01%	333
2021 Q4	$6K	Hold	735	–	–	﹤0.01%	572
2021 Q3	$6K	Hold	735	–	–	﹤0.01%	549
2021 Q2	$7K	Buy	+735	New	+$6.17K	﹤0.01%	557
2020 Q2	–	Sell	-62	Closed	–	–	883
2020 Q1	$0	Buy	+62	New	+$383	﹤0.01%	888

Other funds holding USA

AIA

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Sound Income Strategies's USA Position: Q2 2026 in Review

Sound Income Strategies sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 5,000 shares — an estimated $28.2K sold.

Sound Income Strategies first reported a position in USA in Q1 2020 and held it in 14 quarters. The position peaked at $31.8K in Q4 2025. 116 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Sound Income Strategies reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 5,000 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $28.2K.
Sound Income Strategies first reported a position in Liberty All-Star Equity Fund in Q1 2020 and held it in 14 quarters.
Sound Income Strategies's Liberty All-Star Equity Fund position peaked at $31.8K in Q4 2025.
116 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.