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 Q2	$1.76M	Buy	295,803 +60,844	+26%	+$351K	﹤0.01%	1665
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

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

Wealth Enhancement Advisory Services's USA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Liberty All-Star Equity Fund (USA) stake by 26% in Q2 2026, buying an estimated $351K and bringing the position to 295,803 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Wealth Enhancement Advisory Services first reported a position in USA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.89M in Q3 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Wealth Enhancement Advisory Services held 295,803 shares of Liberty All-Star Equity Fund worth $1.76M as of Q2 2026.
Wealth Enhancement Advisory Services bought 60,844 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $351K.
Liberty All-Star Equity Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1665 holding.
Wealth Enhancement Advisory Services first reported a position in Liberty All-Star Equity Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Liberty All-Star Equity Fund position peaked at $4.89M in Q3 2024.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.