Wealth Enhancement Advisory Services’s Liberty All-Star Growth Fund ASG Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	–	Sell	-14,498	Closed	-$78.9K	–	3586
2025 Q4	$78.9K	Sell	14,498 -21,193	-59%	-$115K	﹤0.01%	3477
2025 Q3	$197K	Buy	35,691 +13,774	+63%	+$75.9K	﹤0.01%	3151
2025 Q2	$121K	Sell	21,917 -6,761	-24%	-$34.2K	﹤0.01%	3104
2025 Q1	$140K	Sell	28,678 -16,197	-36%	-$87.6K	﹤0.01%	2696
2024 Q4	$254K	Sell	44,875 -41,497	-48%	-$239K	﹤0.01%	2514
2024 Q3	$485K	Sell	86,372 -4,286	-5%	-$23.1K	﹤0.01%	1853
2024 Q2	$484K	Sell	90,658 -2,394	-3%	-$12.6K	﹤0.01%	1667
2024 Q1	$511K	Buy	93,052 +7,371	+9%	+$39.3K	﹤0.01%	1575
2023 Q4	$452K	Buy	85,681 +6	+0%	+$30	﹤0.01%	1567
2023 Q3	$423K	Buy	+85,675	New	+$450K	﹤0.01%	1527

Other funds holding ASG

KIM

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

SFS

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

1CP

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

WAM

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

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

BBPWM

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

PFO

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

Wealth Enhancement Advisory Services's ASG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Liberty All-Star Growth Fund (ASG) in Q1 2026, closing a stake of 14,498 shares — an estimated $78.9K sold.

Wealth Enhancement Advisory Services first reported a position in ASG in Q3 2023 and held it in 10 quarters. The position peaked at $511K in Q1 2024. 74 funds tracked by Wall St. Rank hold ASG as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Liberty All-Star Growth Fund position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 14,498 Liberty All-Star Growth Fund shares in Q1 2026, an estimated $78.9K.
Wealth Enhancement Advisory Services first reported a position in Liberty All-Star Growth Fund in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Liberty All-Star Growth Fund position peaked at $511K in Q1 2024.
74 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.