U.S. Capital Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

U.S. Capital Wealth 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
2022 Q3	–	Sell	-11,232	Closed	-$71K	–	688
2022 Q2	$71K	Buy	+11,232	New	+$77.9K	﹤0.01%	654

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's USA Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q3 2022, closing a stake of 11,232 shares — an estimated $71K sold.

U.S. Capital Wealth Advisors first reported a position in USA in Q2 2022 and held it in 1 quarter. The position peaked at $71K in Q2 2022. 161 funds tracked by Wall St. Rank hold USA as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 11,232 Liberty All-Star Equity Fund shares in Q3 2022, an estimated $71K.
U.S. Capital Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Liberty All-Star Equity Fund position peaked at $71K in Q2 2022.
161 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.