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CoreCap Advisors, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
5
Latest value
$103K
Q3 2026
Peak value
$124K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $124K |
| Q4 2025 | $123K |
| Q1 2026 | $109K |
| Q2 2026 | $115K |
| Q3 2026 | $103K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $103K | 17.9K | — | — |
| Q2 2026 | $115K | 19.8K | — | — |
| Q1 2026 | $109K | 19.7K | — | — |
| Q4 2025 | $123K | 19.6K | — | — |
| Q3 2025 | $124K | 19.6K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M
Other CoreCap Advisors, LLC positions
VGES
$183.4MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
STT-PG
$182.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$178.1MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$177.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$159.1MSPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$156.6MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$156.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$149MVANGUARD TOTAL STOCK MARKET ETF