United Financial Planning Group’s Liberty All-Star Growth Fund ASG Stock Holding History

United Financial Planning Group’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 Q2	$38K	Buy	+6,941	New	+$36.2K	0.02%	119

Other funds holding ASG

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Financial Planning Group's ASG Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Liberty All-Star Growth Fund (ASG) in Q2 2026: 6,941 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings.

81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

United Financial Planning Group held 6,941 shares of Liberty All-Star Growth Fund worth $38K as of Q2 2026.
Liberty All-Star Growth Fund was a new United Financial Planning Group position in Q2 2026.
Liberty All-Star Growth Fund made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #119 holding.
81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.