Wealthcare Advisory Partners’s Liberty All-Star Growth Fund ASG Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-13,739	Closed	-$65.3K	–	1089
2026 Q1	$65.3K	Sell	13,739 -635	-4%	-$3.27K	﹤0.01%	1059
2025 Q4	$76.2K	Hold	14,374	–	–	﹤0.01%	1050
2025 Q3	$79.8K	Buy	14,374 +747	+5%	+$4.12K	﹤0.01%	1003
2025 Q2	$74.5K	Buy	+13,627	New	+$69K	﹤0.01%	958
2021 Q2	–	Sell	-1,091	Closed	-$9K	–	632
2021 Q1	$9K	Buy	+1,091	New	+$9.67K	﹤0.01%	1471
2020 Q2	–	Sell	-1,000	Closed	-$5K	–	380
2020 Q1	$5K	Buy	+1,000	New	+$6.07K	﹤0.01%	1088

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

BBPWM

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

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

Wealthcare Advisory Partners's ASG Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Liberty All-Star Growth Fund (ASG) in Q2 2026, closing a stake of 13,739 shares — an estimated $65.3K sold.

Wealthcare Advisory Partners first reported a position in ASG in Q1 2020 and held it in 6 quarters. The position peaked at $79.8K in Q3 2025. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

Wealthcare Advisory Partners reported no remaining Liberty All-Star Growth Fund position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 13,739 Liberty All-Star Growth Fund shares in Q2 2026, an estimated $65.3K.
Wealthcare Advisory Partners first reported a position in Liberty All-Star Growth Fund in Q1 2020 and held it in 6 quarters.
Wealthcare Advisory Partners's Liberty All-Star Growth Fund position peaked at $79.8K in Q3 2025.
81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.