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Wealthcare Advisory Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-15,502
Closed -$86K – 1151
2026
Q1 		$86K Sell
15,502
-4,064
-21% -$24.3K ﹤0.01% 1056
2025
Q4 		$123K Sell
19,566
-1,103
-5% -$6.87K ﹤0.01% 1042
2025
Q3 		$131K Sell
20,669
-1,742
-8% -$11.5K ﹤0.01% 993
2025
Q2 		$153K Sell
22,411
-161
-0.7% -$1.05K ﹤0.01% 940
2025
Q1 		$148K Buy
22,572
+5,065
+29% +$35K ﹤0.01% 875
2024
Q4 		$122K Buy
17,507
+2,393
+16% +$17.2K ﹤0.01% 873
2024
Q3 		$107K Sell
15,114
-3,217
-18% -$22.1K ﹤0.01% 857
2024
Q2 		$125K Buy
18,331
+365
+2% +$2.48K ﹤0.01% 807
2024
Q1 		$128K Buy
+17,966
New +$120K ﹤0.01% 785
2021
Q2 		– Sell
-128
Closed -$1K – 1788
2021
Q1 		$1K Buy
+128
New +$935 ﹤0.01% 2023
2020
Q2 		– Sell
-117
Closed -$1K – 1289
2020
Q1 		$1K Sell
117
-4,529
-97% -$28K ﹤0.01% 1439
2019
Q4 		$31K Hold
4,646
– – ﹤0.01% 652
2019
Q3 		$30K Buy
4,646
+126
+3% +$796 ﹤0.01% 653
2019
Q2 		$29K Buy
4,520
+121
+3% +$755 ﹤0.01% 636
2019
Q1 		$27K Sell
4,399
-1,437
-25% -$8.49K ﹤0.01% 590
2018
Q4 		$31K Hold
5,836
– – 0.01% 539
2018
Q3 		$40K Buy
5,836
+145
+3% +$964 0.01% 521
2018
Q2 		$36K Buy
5,691
+147
+3% +$936 0.01% 539
2018
Q1 		$34K Buy
+5,544
New +$35.2K 0.01% 467

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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
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
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Liberty All-Star Equity Fund (USA) in Q2 2026, closing a stake of 15,502 shares — an estimated $86K sold.

Wealthcare Advisory Partners first reported a position in USA in Q1 2018 and held it in 19 quarters. The position peaked at $153K in Q2 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Liberty All-Star Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15,502 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $86K.
  • Wealthcare Advisory Partners first reported a position in Liberty All-Star Equity Fund in Q1 2018 and held it in 19 quarters.
  • Wealthcare Advisory Partners's Liberty All-Star Equity Fund position peaked at $153K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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