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

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

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return