United Financial Planning Group’s Liberty All-Star Equity Fund USA Stock Holding History

United Financial Planning Group’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	$4.76K	Buy	+819	New	+$4.72K	﹤0.01%	380

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

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

United Financial Planning Group opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 819 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings.

228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

United Financial Planning Group held 819 shares of Liberty All-Star Equity Fund worth $4.76K as of Q2 2026.
Liberty All-Star Equity Fund was a new United Financial Planning Group position in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #380 holding.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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