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

WealthShield 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	$64.8K	Sell	11,148 -5,306	-32%	-$30.6K	0.01%	278
2026 Q1	$91.3K	Buy	16,454 +92	+0.6%	+$550	0.01%	412
2025 Q4	$103K	Hold	16,362	–	–	0.01%	390
2025 Q3	$104K	Buy	16,362 +280	+2%	+$1.85K	0.01%	390
2025 Q2	$110K	Sell	16,082 -10,342	-39%	-$67.3K	0.01%	373
2025 Q1	$173K	Buy	26,424 +12,077	+84%	+$83.4K	0.02%	332
2024 Q4	$102K	Hold	14,347	–	–	0.01%	336
2024 Q3	$102K	Sell	14,347 -294	-2%	-$2.02K	0.01%	346
2024 Q2	$99.6K	Buy	14,641 +1,176	+9%	+$8K	0.02%	326
2024 Q1	$96.3K	Buy	+13,465	New	+$90K	0.02%	321
2021 Q3	–	Sell	-9,409	Closed	-$85K	–	714
2021 Q2	$85K	Buy	9,409 +58	+0.6%	+$487	0.01%	385
2021 Q1	$71K	Sell	9,351 -5,017	-35%	-$36.6K	0.01%	396
2020 Q4	$99K	Hold	14,368	–	–	0.02%	296
2020 Q3	$86K	Buy	+14,368	New	+$85.9K	0.03%	277

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

WealthShield Partners's USA Position: Q2 2026 in Review

WealthShield Partners reduced its Liberty All-Star Equity Fund (USA) stake by 32% in Q2 2026, selling an estimated $30.6K and leaving 11,148 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #278.

WealthShield Partners first reported a position in USA in Q3 2020 and has held it in 14 quarters since. The position peaked at $173K in Q1 2025. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

WealthShield Partners held 11,148 shares of Liberty All-Star Equity Fund worth $64.8K as of Q2 2026.
WealthShield Partners sold 5,306 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $30.6K.
Liberty All-Star Equity Fund made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #278 holding.
WealthShield Partners first reported a position in Liberty All-Star Equity Fund in Q3 2020 and has held it in 14 quarters since.
WealthShield Partners's Liberty All-Star Equity Fund position peaked at $173K in Q1 2025.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.