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

Wealth Effects’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
Q1 		$412K Buy
+74,244
New +$444K 0.15% 129

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wealth Effects's USA Position: Q1 2026 in Review

Wealth Effects opened a new position in Liberty All-Star Equity Fund (USA) in Q1 2026: 74,244 shares worth $412K. The stake represents 0.15% of the portfolio and ranks #129 among its holdings.

220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Wealth Effects held 74,244 shares of Liberty All-Star Equity Fund worth $412K as of Q1 2026.
  • Liberty All-Star Equity Fund was a new Wealth Effects position in Q1 2026.
  • Liberty All-Star Equity Fund made up 0.15% of Wealth Effects's portfolio in Q1 2026, its #129 holding.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.