Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Liberty All-Star Equity Fund USA Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.31M Sell
234,959
-223,315
-49% -$1.33M ﹤0.01% 1645
2025
Q4 		$2.92M Sell
458,274
-62,639
-12% -$390K ﹤0.01% 1313
2025
Q3 		$3.33M Buy
520,913
+13,338
+3% +$88.1K 0.01% 1163
2025
Q2 		$3.52M Sell
507,575
-85,766
-14% -$558K 0.01% 1065
2025
Q1 		$3.89M Sell
593,341
-33,831
-5% -$234K 0.01% 917
2024
Q4 		$4.36M Sell
627,172
-62,219
-9% -$447K 0.01% 850
2024
Q3 		$4.89M Buy
689,391
+29,872
+5% +$205K 0.01% 725
2024
Q2 		$4.48M Buy
659,519
+67,362
+11% +$458K 0.01% 712
2024
Q1 		$4.23M Buy
592,157
+48,506
+9% +$324K 0.01% 710
2023
Q4 		$3.47M Buy
543,651
+64,712
+14% +$393K 0.01% 712
2023
Q3 		$2.84M Buy
+478,939
New +$3.04M 0.01% 737

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